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 5-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 | $36,755 | $64,480-43.0% | $81,382-54.8% | $80,856-54.5% |
| Participation rate | 52.1% | 63.9%-11.8pp | 69.5%-17.4pp | 67.6%-15.6pp |
| Annual return | 6.99% | 16.34%-9.3pp | 24.73%-17.7pp | 35.59%-28.6pp |
| Employer contribution / active EE | $347 | $1,978-82.5% | $2,463-85.9% | $2,755-87.4% |
| Participant deferral / active EE | $1,394 | $3,094-55.0% | $3,883-64.1% | $4,296-67.6% |
| Admin fee / account holder | $354 | $5,671-93.8% | $5,768-93.9% | $6,918-94.9% |