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 5-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 | $18,388 | $60,892-69.8% | $82,389-77.7% | $84,808-78.3% |
| Participation rate | 30.8% | 63.3%-32.5pp | 69.5%-38.8pp | 68.3%-37.5pp |
| Annual return | 12.54% | 37.29%-24.8pp | 28.67%-16.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $275 | $1,779-84.5% | $2,517-89.1% | $2,631-89.5% |
| Participant deferral / active EE | $2,041 | $3,179-35.8% | $4,155-50.9% | $4,212-51.5% |
| Admin fee / account holder | $7,448 | $5,467+36.2% | $7,231+3.0% | $7,344+1.4% |