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 | $42,079 | $53,777-21.8% | $134,143-68.6% | $79,858-47.3% |
| Participation rate | 69.0% | 58.8%+10.2pp | 72.2%-3.2pp | 69.6%-0.7pp |
| Annual return | 4.72% | 19.01%-14.3pp | 36.33%-31.6pp | 31.71%-27.0pp |
| Employer contribution / active EE | $85 | $1,321-93.6% | $3,704-97.7% | $2,471-96.6% |
| Participant deferral / active EE | $1,981 | $2,420-18.1% | $3,499-43.4% | $3,740-47.0% |
| Admin fee / account holder | $2,908 | $3,984-27.0% | $6,684-56.5% | $5,306-45.2% |