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 8-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 | $17,815 | $81,248-78.1% | $155,509-88.5% | $80,856-78.0% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.6%-47.6pp |
| Annual return | 0.93% | 33.31%-32.4pp | 64.67%-63.7pp | 35.59%-34.7pp |
| Employer contribution / active EE | $121 | $3,100-96.1% | $4,672-97.4% | $2,755-95.6% |
| Participant deferral / active EE | $1,203 | $3,452-65.1% | $5,626-78.6% | $4,296-72.0% |
| Admin fee / account holder | $1,746 | $7,997-78.2% | $15,912-89.0% | $6,918-74.8% |