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 | $16,494 | $51,175-67.8% | $70,515-76.6% | $75,163-78.1% |
| Participation rate | 50.7% | 60.9%-10.2pp | 68.3%-17.6pp | 67.2%-16.4pp |
| Annual return | 12.49% | 30.02%-17.5pp | 32.77%-20.3pp | 160.62%-148.1pp |
| Employer contribution / active EE | $158 | $1,826-91.4% | $2,973-94.7% | $2,670-94.1% |
| Participant deferral / active EE | $1,051 | $2,849-63.1% | $4,567-77.0% | $4,125-74.5% |
| Admin fee / account holder | $1,957 | $4,091-52.2% | $6,412-69.5% | $5,651-65.4% |