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 | $51,019 | $198,466-74.3% | $170,442-70.1% | $147,584-65.4% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 0.21% | 257.29%-257.1pp | 205.93%-205.7pp | 578.55%-578.3pp |
| Employer contribution / active EE | $943 | $6,184-84.7% | $5,433-82.6% | $4,876-80.7% |
| Participant deferral / active EE | $3,307 | $5,629-41.3% | $4,939-33.0% | $5,439-39.2% |
| Admin fee / account holder | $8,500 | $16,852-49.6% | $13,880-38.8% | $10,885-21.9% |