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 | $31,720 | $80,968-60.8% | $96,544-67.1% | $75,163-57.8% |
| Participation rate | 32.5% | 71.8%-39.3pp | 76.0%-43.5pp | 67.2%-34.7pp |
| Annual return | 7.33% | 27.06%-19.7pp | 25.84%-18.5pp | 160.62%-153.3pp |
| Employer contribution / active EE | $556 | $2,282-75.6% | $2,965-81.2% | $2,670-79.2% |
| Participant deferral / active EE | $2,598 | $3,928-33.9% | $4,851-46.4% | $4,125-37.0% |
| Admin fee / account holder | $66,178 | $6,724+884.2% | $8,252+701.9% | $5,651+1071.1% |