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 4-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 | $60,143 | $148,978-59.6% | $200,582-70.0% | $84,808-29.1% |
| Participation rate | 46.2% | 84.2%-38.1pp | 86.9%-40.7pp | 68.3%-22.2pp |
| Annual return | 10.07% | 28.16%-18.1pp | 42.33%-32.3pp | 40.90%-30.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,602 | $7,142-7.6% | $9,331-29.3% | $4,212+56.7% |
| Admin fee / account holder | $6,422 | $13,977-54.1% | $16,305-60.6% | $7,344-12.6% |