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 | $37,048 | $78,422-52.8% | $95,952-61.4% | $79,858-53.6% |
| Participation rate | 47.2% | 73.5%-26.3pp | 77.1%-29.9pp | 69.6%-22.5pp |
| Annual return | 10.00% | 19.37%-9.4pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $200 | $1,945-89.7% | $2,541-92.1% | $2,471-91.9% |
| Participant deferral / active EE | $1,640 | $3,440-52.3% | $4,167-60.6% | $3,740-56.1% |
| Admin fee / account holder | $3,549 | $5,622-36.9% | $6,795-47.8% | $5,306-33.1% |