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 | $42,987 | $78,705-45.4% | $117,854-63.5% | $70,131-38.7% |
| Participation rate | 48.0% | 73.2%-25.2pp | 79.7%-31.7pp | 69.5%-21.6pp |
| Annual return | 11.92% | 23.30%-11.4pp | 335.08%-323.2pp | 73.14%-61.2pp |
| Employer contribution / active EE | $467 | $2,223-79.0% | $3,786-87.7% | $2,342-80.1% |
| Participant deferral / active EE | $1,870 | $3,297-43.3% | $4,482-58.3% | $3,332-43.9% |
| Admin fee / account holder | $5,172 | $5,065+2.1% | $8,020-35.5% | $4,645+11.3% |