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 | $38,367 | $93,170-58.8% | $100,534-61.8% | $84,808-54.8% |
| Participation rate | 35.0% | 75.8%-40.8pp | 80.6%-45.6pp | 68.3%-33.3pp |
| Annual return | 11.18% | 47.13%-36.0pp | 32.66%-21.5pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,053 | $3,985-73.6% | $4,346-75.8% | $2,631-60.0% |
| Participant deferral / active EE | $2,171 | $5,699-61.9% | $6,144-64.7% | $4,212-48.4% |
| Admin fee / account holder | $22,021 | $7,382+198.3% | $7,654+187.7% | $7,344+199.9% |