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 | $48,228 | $114,381-57.8% | $107,525-55.1% | $142,382-66.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 4.95% | 242.71%-237.8pp | 181.32%-176.4pp | 217.08%-212.1pp |
| Employer contribution / active EE | $571 | $4,015-85.8% | $3,754-84.8% | $4,299-86.7% |
| Participant deferral / active EE | $5,167 | $5,564-7.1% | $5,116+1.0% | $6,507-20.6% |
| Admin fee / account holder | $7,629 | $9,860-22.6% | $8,919-14.5% | $12,624-39.6% |