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 | $49,370 | $80,717-38.8% | $154,803-68.1% | $84,808-41.8% |
| Participation rate | 23.6% | 66.8%-43.2pp | 78.1%-54.4pp | 68.3%-44.7pp |
| Annual return | 7.12% | 37.96%-30.8pp | 58.88%-51.8pp | 40.90%-33.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $899 | $3,303-72.8% | $5,540-83.8% | $4,212-78.6% |
| Admin fee / account holder | $5,553 | $6,746-17.7% | $14,329-61.2% | $7,344-24.4% |