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 9-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 | $64,092 | $110,257-41.9% | $96,544-33.6% | $139,434-54.0% |
| Participation rate | 36.8% | 78.1%-41.2pp | 76.0%-39.1pp | 80.3%-43.5pp |
| Annual return | 8.99% | 26.32%-17.3pp | 25.84%-16.9pp | 372.94%-364.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,218 | $5,548-42.0% | $4,851-33.7% | $6,710-52.0% |
| Admin fee / account holder | $5,133 | $11,591-55.7% | $8,252-37.8% | $11,403-55.0% |