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 8-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 | $53,652 | $107,334-50.0% | $92,893-42.2% | $152,861-64.9% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.0%-45.2pp | 82.4%-51.7pp |
| Annual return | 11.41% | 145.58%-134.2pp | 109.41%-98.0pp | 345.32%-333.9pp |
| Employer contribution / active EE | $632 | $4,221-85.0% | $3,653-82.7% | $4,762-86.7% |
| Participant deferral / active EE | $2,021 | $4,845-58.3% | $4,236-52.3% | $5,850-65.5% |
| Admin fee / account holder | $437 | $7,079-93.8% | $5,794-92.5% | $11,596-96.2% |