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 | $51,755 | $88,751-41.7% | $81,812-36.7% | $145,922-64.5% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 7.93% | 1025.40%-1017.5pp | 773.79%-765.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $246 | $3,083-92.0% | $2,912-91.5% | $4,660-94.7% |
| Participant deferral / active EE | $1,766 | $4,643-62.0% | $4,319-59.1% | $6,688-73.6% |
| Admin fee / account holder | $832 | $8,415-90.1% | $7,386-88.7% | $13,397-93.8% |