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 | $41,571 | $55,706-25.4% | $75,886-45.2% | $72,985-43.0% |
| Participation rate | 41.7% | 61.1%-19.5pp | 69.3%-27.6pp | 69.5%-27.8pp |
| Annual return | 16.26% | 27.59%-11.3pp | 30.76%-14.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $248 | $1,687-85.3% | $2,500-90.1% | $2,440-89.8% |
| Participant deferral / active EE | $1,461 | $2,634-44.5% | $3,603-59.5% | $3,607-59.5% |
| Admin fee / account holder | $6,102 | $3,978+53.4% | $5,418+12.6% | $5,124+19.1% |