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 | $35,463 | $60,022-40.9% | $88,946-60.1% | $84,808-58.2% |
| Participation rate | 10.9% | 57.8%-46.9pp | 68.8%-57.9pp | 68.3%-57.4pp |
| Annual return | 12.92% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $122 | $1,703-92.8% | $2,555-95.2% | $2,631-95.4% |
| Participant deferral / active EE | $1,201 | $3,114-61.4% | $4,581-73.8% | $4,212-71.5% |
| Admin fee / account holder | $4,473 | $4,811-7.0% | $8,261-45.9% | $7,344-39.1% |