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 | $46,523 | $110,261-57.8% | $95,745-51.4% | $139,434-66.6% |
| Participation rate | 53.3% | 75.8%-22.4pp | 72.3%-18.9pp | 80.3%-27.0pp |
| Annual return | 7.19% | 27.11%-19.9pp | 28.35%-21.2pp | 372.94%-365.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $794 | $4,676-83.0% | $4,245-81.3% | $6,710-88.2% |
| Admin fee / account holder | $711 | $6,613-89.3% | $5,678-87.5% | $11,403-93.8% |