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 | $37,256 | $109,881-66.1% | $150,045-75.2% | $84,808-56.1% |
| Participation rate | 54.9% | 76.1%-21.2pp | 82.3%-27.4pp | 68.3%-13.4pp |
| Annual return | 11.68% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $211 | $3,561-94.1% | $4,693-95.5% | $2,631-92.0% |
| Participant deferral / active EE | $5,412 | $6,636-18.4% | $7,997-32.3% | $4,212+28.5% |
| Admin fee / account holder | $13,091 | $8,568+52.8% | $13,435-2.6% | $7,344+78.3% |