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 | $30,402 | $81,460-62.7% | $103,333-70.6% | $80,856-62.4% |
| Participation rate | 56.0% | 66.8%-10.8pp | 74.5%-18.5pp | 67.6%-11.6pp |
| Annual return | 7.12% | 25.55%-18.4pp | 24.88%-17.8pp | 35.59%-28.5pp |
| Employer contribution / active EE | $593 | $3,105-80.9% | $3,868-84.7% | $2,755-78.5% |
| Participant deferral / active EE | $3,137 | $3,869-18.9% | $5,057-38.0% | $4,296-27.0% |
| Admin fee / account holder | $4,801 | $6,566-26.9% | $8,355-42.5% | $6,918-30.6% |