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 | $46,117 | $60,022-23.2% | $88,946-48.2% | $84,808-45.6% |
| Participation rate | 19.6% | 57.8%-38.2pp | 68.8%-49.2pp | 68.3%-48.7pp |
| Annual return | 13.45% | 22.43%-9.0pp | 57.82%-44.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,353 | $3,114-24.4% | $4,581-48.6% | $4,212-44.1% |
| Admin fee / account holder | $3,161 | $4,811-34.3% | $8,261-61.7% | $7,344-57.0% |