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 | $56,923 | $86,286-34.0% | $111,297-48.9% | $85,850-33.7% |
| Participation rate | 57.9% | 73.3%-15.4pp | 77.3%-19.4pp | 69.3%-11.4pp |
| Annual return | 6.17% | 19.99%-13.8pp | 54.65%-48.5pp | 318.53%-312.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,133 | $3,641-13.9% | $4,487-30.2% | $3,952-20.7% |
| Admin fee / account holder | $5,163 | $8,188-36.9% | $7,964-35.2% | $6,260-17.5% |