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 4-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 | $16,475 | $80,717-79.6% | $154,803-89.4% | $84,808-80.6% |
| Participation rate | 19.6% | 66.8%-47.2pp | 78.1%-58.4pp | 68.3%-48.7pp |
| Annual return | 7.08% | 37.96%-30.9pp | 58.88%-51.8pp | 40.90%-33.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $949 | $3,303-71.3% | $5,540-82.9% | $4,212-77.5% |
| Admin fee / account holder | $7,101 | $6,746+5.3% | $14,329-50.4% | $7,344-3.3% |