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 | $59,588 | $127,777-53.4% | $106,548-44.1% | $167,490-64.4% |
| Participation rate | 44.4% | 78.3%-33.8pp | 76.1%-31.7pp | 82.1%-37.7pp |
| Annual return | 6.79% | 33.87%-27.1pp | 26.80%-20.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,461 | $5,087-71.3% | $4,398-66.8% | $6,341-77.0% |
| Admin fee / account holder | $11,684 | $11,228+4.1% | $7,407+57.7% | $12,309-5.1% |