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 | $27,706 | $89,355-69.0% | $141,162-80.4% | $72,985-62.0% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 15.53% | 111.85%-96.3pp | 71.39%-55.9pp | 81.00%-65.5pp |
| Employer contribution / active EE | $503 | $3,114-83.9% | $4,735-89.4% | $2,440-79.4% |
| Participant deferral / active EE | $6,217 | $5,418+14.7% | $6,709-7.3% | $3,607+72.3% |
| Admin fee / account holder | $11,453 | $5,958+92.2% | $10,261+11.6% | $5,124+123.5% |