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 | $35,097 | $24,730+41.9% | $66,042-46.9% | $84,808-58.6% |
| Participation rate | 53.1% | 68.1%-15.0pp | 67.5%-14.4pp | 68.3%-15.2pp |
| Annual return | 11.97% | 79.55%-67.6pp | 52.11%-40.1pp | 40.90%-28.9pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,596 | $1,737-8.1% | $2,835-43.7% | $4,212-62.1% |
| Admin fee / account holder | $1,326 | $3,014-56.0% | $5,747-76.9% | $7,344-81.9% |