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 8-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 | $29,776 | $80,717-63.1% | $154,803-80.8% | $84,808-64.9% |
| Participation rate | 42.4% | 66.8%-24.4pp | 78.1%-35.6pp | 68.3%-25.9pp |
| Annual return | 11.84% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,507 | $3,303-54.4% | $5,540-72.8% | $4,212-64.2% |
| Admin fee / account holder | $4,476 | $6,746-33.6% | $14,329-68.8% | $7,344-39.0% |