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 | $70,507 | $87,013-19.0% | $106,213-33.6% | $80,856-12.8% |
| Participation rate | 34.8% | 70.4%-35.7pp | 75.3%-40.5pp | 67.6%-32.9pp |
| Annual return | 7.39% | 17.05%-9.7pp | 116.14%-108.8pp | 35.59%-28.2pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,174 | $3,986-45.5% | $5,016-56.7% | $4,296-49.4% |
| Admin fee / account holder | $1,327 | $8,431-84.3% | $11,033-88.0% | $6,918-80.8% |