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 | $47,110 | $83,477-43.6% | $125,175-62.4% | $72,985-35.5% |
| Participation rate | 51.4% | 73.3%-22.0pp | 79.8%-28.4pp | 69.5%-18.1pp |
| Annual return | 5.14% | 25.78%-20.6pp | 43.79%-38.7pp | 81.00%-75.9pp |
| Employer contribution / active EE | $125 | $2,345-94.7% | $3,865-96.8% | $2,440-94.9% |
| Participant deferral / active EE | $1,689 | $3,585-52.9% | $4,937-65.8% | $3,607-53.2% |
| Admin fee / account holder | $9,478 | $5,517+71.8% | $9,702-2.3% | $5,124+85.0% |