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 | $32,145 | $65,395-50.8% | $182,532-82.4% | $72,985-56.0% |
| Participation rate | 31.7% | 65.4%-33.7pp | 78.0%-46.3pp | 69.5%-37.8pp |
| Annual return | 17.85% | 27.68%-9.8pp | 148.54%-130.7pp | 81.00%-63.2pp |
| Employer contribution / active EE | $295 | $1,911-84.5% | $4,076-92.8% | $2,440-87.9% |
| Participant deferral / active EE | $1,193 | $3,563-66.5% | $5,524-78.4% | $3,607-66.9% |
| Admin fee / account holder | $3,489 | $4,245-17.8% | $8,592-59.4% | $5,124-31.9% |