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 7-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 | $39,237 | $81,460-51.8% | $103,333-62.0% | $80,856-51.5% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.6%-16.0pp |
| Annual return | 0.99% | 25.55%-24.6pp | 24.88%-23.9pp | 35.59%-34.6pp |
| Employer contribution / active EE | $459 | $3,105-85.2% | $3,868-88.1% | $2,755-83.4% |
| Participant deferral / active EE | $2,684 | $3,869-30.6% | $5,057-46.9% | $4,296-37.5% |
| Admin fee / account holder | $20,021 | $6,566+204.9% | $8,355+139.6% | $6,918+189.4% |