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 10-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 | $19,021 | $54,762-65.3% | $90,281-78.9% | $72,985-73.9% |
| Participation rate | 54.1% | 65.1%-11.1pp | 73.3%-19.2pp | 69.5%-15.4pp |
| Annual return | 6.22% | 30.63%-24.4pp | 78.10%-71.9pp | 81.00%-74.8pp |
| Employer contribution / active EE | $108 | $2,092-94.8% | $2,854-96.2% | $2,440-95.6% |
| Participant deferral / active EE | $935 | $2,887-67.6% | $3,885-75.9% | $3,607-74.1% |
| Admin fee / account holder | $2,353 | $3,972-40.8% | $5,351-56.0% | $5,124-54.1% |