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 | $49,352 | $95,416-48.3% | $185,823-73.4% | $85,850-42.5% |
| Participation rate | 36.1% | 68.8%-32.7pp | 81.7%-45.6pp | 69.3%-33.2pp |
| Annual return | 7.56% | 23.59%-16.0pp | 122.05%-114.5pp | 318.53%-311.0pp |
| Employer contribution / active EE | $293 | $3,314-91.2% | $5,167-94.3% | $2,565-88.6% |
| Participant deferral / active EE | $2,001 | $3,423-41.5% | $5,568-64.1% | $3,952-49.4% |
| Admin fee / account holder | $2,062 | $7,213-71.4% | $16,237-87.3% | $6,260-67.1% |