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 | $13,517 | $80,717-83.3% | $154,803-91.3% | $84,808-84.1% |
| Participation rate | 23.5% | 66.8%-43.3pp | 78.1%-54.5pp | 68.3%-44.8pp |
| Annual return | 12.74% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $191 | $2,761-93.1% | $4,305-95.6% | $2,631-92.8% |
| Participant deferral / active EE | $978 | $3,303-70.4% | $5,540-82.4% | $4,212-76.8% |
| Admin fee / account holder | $4,655 | $6,746-31.0% | $14,329-67.5% | $7,344-36.6% |