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 | $56,383 | $50,815+11.0% | $155,509-63.7% | $77,643-27.4% |
| Participation rate | 23.3% | 63.1%-39.8pp | 78.2%-54.9pp | 70.6%-47.2pp |
| Annual return | 11.53% | 34.80%-23.3pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $19 | $1,993-99.0% | $4,672-99.6% | $2,726-99.3% |
| Participant deferral / active EE | $923 | $2,822-67.3% | $5,626-83.6% | $4,647-80.1% |
| Admin fee / account holder | $1,759 | $437+302.8% | $15,912-88.9% | $430+308.7% |