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 | $27,700 | $58,851-52.9% | $115,157-75.9% | $72,985-62.0% |
| Participation rate | 58.3% | 65.5%-7.2pp | 75.9%-17.6pp | 69.5%-11.2pp |
| Annual return | 11.35% | 23.16%-11.8pp | 35.60%-24.3pp | 81.00%-69.7pp |
| Employer contribution / active EE | $244 | $1,798-86.4% | $3,179-92.3% | $2,440-90.0% |
| Participant deferral / active EE | $1,231 | $2,643-53.4% | $4,168-70.5% | $3,607-65.9% |
| Admin fee / account holder | $1,737 | $6,370-72.7% | $7,088-75.5% | $5,124-66.1% |