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 | $46,027 | $80,968-43.2% | $96,544-52.3% | $75,163-38.8% |
| Participation rate | 27.7% | 71.8%-44.1pp | 76.0%-48.3pp | 67.2%-39.5pp |
| Annual return | 2.08% | 27.06%-25.0pp | 25.84%-23.8pp | 160.62%-158.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,099 | $3,928-46.6% | $4,851-56.7% | $4,125-49.1% |
| Admin fee / account holder | $2,023 | $6,724-69.9% | $8,252-75.5% | $5,651-64.2% |