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 | $35,075 | $86,332-59.4% | $125,175-72.0% | $65,185-46.2% |
| Participation rate | 59.8% | 75.3%-15.5pp | 79.8%-20.0pp | 70.2%-10.4pp |
| Annual return | 16.42% | 27.43%-11.0pp | 43.79%-27.4pp | 29.38%-13.0pp |
| Employer contribution / active EE | $460 | $2,040-77.4% | $3,865-88.1% | $2,177-78.9% |
| Participant deferral / active EE | $1,872 | $3,537-47.1% | $4,937-62.1% | $3,514-46.7% |
| Admin fee / account holder | $3,154 | $609+417.8% | $9,702-67.5% | $847+272.4% |