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 | $18,747 | $60,022-68.8% | $88,946-78.9% | $84,808-77.9% |
| Participation rate | 18.5% | 57.8%-39.3pp | 68.8%-50.3pp | 68.3%-49.8pp |
| Annual return | 11.93% | 22.43%-10.5pp | 57.82%-45.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $149 | $1,703-91.3% | $2,555-94.2% | $2,631-94.3% |
| Participant deferral / active EE | $1,206 | $3,114-61.3% | $4,581-73.7% | $4,212-71.4% |
| Admin fee / account holder | $9,784 | $4,811+103.4% | $8,261+18.4% | $7,344+33.2% |