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 | $36,920 | $72,277-48.9% | $101,248-63.5% | $79,858-53.8% |
| Participation rate | 40.6% | 68.5%-27.8pp | 75.8%-35.2pp | 69.6%-29.0pp |
| Annual return | 6.24% | 22.30%-16.1pp | 46.47%-40.2pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,166 | $3,282-34.0% | $4,370-50.4% | $3,740-42.1% |
| Admin fee / account holder | $333 | $4,400-92.4% | $5,945-94.4% | $5,306-93.7% |