See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,339 | $45,035-46.0% | $62,995-61.4% | $70,131-65.3% |
| Participation rate | 53.8% | 69.5%-15.7pp | 74.8%-21.0pp | 69.5%-15.7pp |
| Annual return | 10.02% | 18.76%-8.7pp | 87.57%-77.5pp | 73.14%-63.1pp |
| Employer contribution / active EE | $323 | $2,051-84.3% | $2,759-88.3% | $2,342-86.2% |
| Participant deferral / active EE | $1,273 | $2,465-48.3% | $3,329-61.8% | $3,332-61.8% |
| Admin fee / account holder | $588 | $2,834-79.2% | $3,600-83.7% | $4,645-87.3% |