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 | $31,265 | $78,705-60.3% | $117,854-73.5% | $70,131-55.4% |
| Participation rate | 31.0% | 73.2%-42.2pp | 79.7%-48.7pp | 69.5%-38.6pp |
| Annual return | 7.92% | 23.30%-15.4pp | 335.08%-327.2pp | 73.14%-65.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,358 | $3,297-28.5% | $4,482-47.4% | $3,332-29.2% |
| Admin fee / account holder | $5,367 | $5,065+6.0% | $8,020-33.1% | $4,645+15.5% |