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 | $54,469 | $77,145-29.4% | $108,410-49.8% | $85,850-36.6% |
| Participation rate | 36.5% | 74.7%-38.1pp | 80.1%-43.6pp | 69.3%-32.8pp |
| Annual return | 12.80% | 44.54%-31.7pp | 905.27%-892.5pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,893 | $5,566-48.0% | $6,563-55.9% | $3,952-26.8% |
| Admin fee / account holder | $7,991 | $5,172+54.5% | $7,295+9.5% | $6,260+27.6% |