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 | $46,296 | $58,208-20.5% | $81,812-43.4% | $80,856-42.7% |
| Participation rate | 31.3% | 63.4%-32.1pp | 72.3%-41.0pp | 67.6%-36.3pp |
| Annual return | 10.07% | 41.66%-31.6pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $269 | $2,340-88.5% | $2,912-90.8% | $2,755-90.3% |
| Participant deferral / active EE | $1,634 | $3,281-50.2% | $4,319-62.2% | $4,296-62.0% |
| Admin fee / account holder | $732 | $4,981-85.3% | $7,386-90.1% | $6,918-89.4% |