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 | $35,828 | $158,398-77.4% | $126,539-71.7% | $142,382-74.8% |
| Participation rate | 27.3% | 75.8%-48.5pp | 69.8%-42.5pp | 80.1%-52.8pp |
| Annual return | 8.96% | 593.76%-584.8pp | 425.95%-417.0pp | 217.08%-208.1pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,413 | $4,767-28.4% | $4,083-16.4% | $6,507-47.5% |
| Admin fee / account holder | $5,355 | $6,918-22.6% | $6,065-11.7% | $12,624-57.6% |