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 | $50,162 | $86,944-42.3% | $107,525-53.3% | $74,304-32.5% |
| Participation rate | 46.4% | 59.6%-13.1pp | 75.1%-28.7pp | 60.3%-13.9pp |
| Annual return | 13.19% | 23.52%-10.3pp | 181.32%-168.1pp | 29.43%-16.2pp |
| Employer contribution / active EE | $205 | $2,757-92.6% | $3,754-94.5% | $2,241-90.9% |
| Participant deferral / active EE | $1,668 | $3,554-53.1% | $5,116-67.4% | $3,767-55.7% |
| Admin fee / account holder | $2,667 | $3,727-28.4% | $8,919-70.1% | $2,969-10.2% |