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 7-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 | $33,608 | $48,046-30.1% | $84,611-60.3% | $72,985-54.0% |
| Participation rate | 23.4% | 57.6%-34.2pp | 68.2%-44.8pp | 69.5%-46.1pp |
| Annual return | 17.29% | 37.38%-20.1pp | 258.74%-241.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,787 | $2,680-33.3% | $3,899-54.2% | $3,607-50.5% |
| Admin fee / account holder | $1,594 | $3,395-53.0% | $4,912-67.6% | $5,124-68.9% |