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 9-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 | $41,467 | $64,480-35.7% | $81,382-49.0% | $80,856-48.7% |
| Participation rate | 40.5% | 63.9%-23.4pp | 69.5%-29.0pp | 67.6%-27.2pp |
| Annual return | 7.84% | 16.34%-8.5pp | 24.73%-16.9pp | 35.59%-27.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,507 | $3,094+13.4% | $3,883-9.7% | $4,296-18.4% |
| Admin fee / account holder | $10,868 | $5,671+91.6% | $5,768+88.4% | $6,918+57.1% |