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 | $50,434 | $80,717-37.5% | $154,803-67.4% | $84,808-40.5% |
| Participation rate | 46.7% | 66.8%-20.1pp | 78.1%-31.3pp | 68.3%-21.6pp |
| Annual return | 10.04% | 37.96%-27.9pp | 58.88%-48.8pp | 40.90%-30.9pp |
| Employer contribution / active EE | $264 | $2,761-90.4% | $4,305-93.9% | $2,631-89.9% |
| Participant deferral / active EE | $2,619 | $3,303-20.7% | $5,540-52.7% | $4,212-37.8% |
| Admin fee / account holder | $9,996 | $6,746+48.2% | $14,329-30.2% | $7,344+36.1% |