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 | $7,699 | $37,426-79.4% | $77,482-90.1% | $79,858-90.4% |
| Participation rate | 52.2% | 41.5%+10.7pp | 54.2%-2.0pp | 69.6%-17.5pp |
| Annual return | 8.41% | 39.70%-31.3pp | 54.79%-46.4pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $582 | $1,260-53.8% | $1,861-68.7% | $3,740-84.4% |
| Admin fee / account holder | $2,166 | $2,504-13.5% | $2,858-24.2% | $5,306-59.2% |