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 | $38,347 | $58,208-34.1% | $81,812-53.1% | $80,856-52.6% |
| Participation rate | 32.4% | 63.4%-31.1pp | 72.3%-40.0pp | 67.6%-35.3pp |
| Annual return | 7.43% | 41.66%-34.2pp | 773.79%-766.4pp | 35.59%-28.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,851 | $3,281-43.6% | $4,319-57.1% | $4,296-56.9% |
| Admin fee / account holder | $2,493 | $4,981-50.0% | $7,386-66.2% | $6,918-64.0% |