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 8-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 | $25,532 | $81,460-68.7% | $103,333-75.3% | $80,856-68.4% |
| Participation rate | 52.1% | 66.8%-14.8pp | 74.5%-22.5pp | 67.6%-15.6pp |
| Annual return | 9.62% | 25.55%-15.9pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $283 | $3,105-90.9% | $3,868-92.7% | $2,755-89.7% |
| Participant deferral / active EE | $2,436 | $3,869-37.0% | $5,057-51.8% | $4,296-43.3% |
| Admin fee / account holder | $4,282 | $6,566-34.8% | $8,355-48.7% | $6,918-38.1% |