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 | $63,050 | $96,484-34.7% | $156,263-59.7% | $74,304-15.1% |
| Participation rate | 49.0% | 67.7%-18.6pp | 78.9%-29.9pp | 60.3%-11.3pp |
| Annual return | 12.49% | 17.73%-5.2pp | 59.47%-47.0pp | 29.43%-16.9pp |
| Employer contribution / active EE | $309 | $2,528-87.8% | $4,333-92.9% | $2,241-86.2% |
| Participant deferral / active EE | $2,143 | $4,286-50.0% | $6,158-65.2% | $3,767-43.1% |
| Admin fee / account holder | $23,695 | $3,728+535.7% | $14,255+66.2% | $2,969+698.1% |