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 | $105,446 | $81,248+29.8% | $155,509-32.2% | $80,856+30.4% |
| Participation rate | 38.8% | 66.2%-27.5pp | 78.2%-39.4pp | 67.6%-28.9pp |
| Annual return | 0.71% | 33.31%-32.6pp | 64.67%-64.0pp | 35.59%-34.9pp |
| Employer contribution / active EE | $374 | $3,100-87.9% | $4,672-92.0% | $2,755-86.4% |
| Participant deferral / active EE | $1,219 | $3,452-64.7% | $5,626-78.3% | $4,296-71.6% |
| Admin fee / account holder | $3,024 | $7,997-62.2% | $15,912-81.0% | $6,918-56.3% |