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 | $43,134 | $71,050-39.3% | $93,606-53.9% | $80,856-46.7% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.8pp | 67.6%-15.7pp |
| Annual return | 9.11% | 11.26%-2.1pp | 133.20%-124.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,023 | $4,034-49.9% | $4,411-54.1% | $4,296-52.9% |
| Admin fee / account holder | $3,590 | $6,945-48.3% | $8,285-56.7% | $6,918-48.1% |