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 | $22,853 | $81,248-71.9% | $155,509-85.3% | $80,856-71.7% |
| Participation rate | 35.3% | 66.2%-30.9pp | 78.2%-42.9pp | 67.6%-32.3pp |
| Annual return | 7.53% | 33.31%-25.8pp | 64.67%-57.1pp | 35.59%-28.1pp |
| Employer contribution / active EE | $353 | $3,100-88.6% | $4,672-92.5% | $2,755-87.2% |
| Participant deferral / active EE | $1,156 | $3,452-66.5% | $5,626-79.5% | $4,296-73.1% |
| Admin fee / account holder | $1,299 | $7,997-83.8% | $15,912-91.8% | $6,918-81.2% |