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 6-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 | $63,963 | $49,915+28.1% | $154,803-58.7% | $74,304-13.9% |
| Participation rate | 31.0% | 54.0%-22.9pp | 78.1%-47.0pp | 60.3%-29.3pp |
| Annual return | 8.46% | 34.06%-25.6pp | 58.88%-50.4pp | 29.43%-21.0pp |
| Employer contribution / active EE | $204 | $1,611-87.3% | $4,305-95.3% | $2,241-90.9% |
| Participant deferral / active EE | $2,604 | $2,255+15.5% | $5,540-53.0% | $3,767-30.9% |
| Admin fee / account holder | $5,237 | $2,189+139.2% | $14,329-63.5% | $2,969+76.4% |