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 | $46,807 | $74,888-37.5% | $71,209-34.3% | $142,382-67.1% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.1%-50.1pp |
| Annual return | 11.04% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $355 | $2,854-87.6% | $2,721-86.9% | $4,299-91.7% |
| Participant deferral / active EE | $2,193 | $4,454-50.8% | $4,175-47.5% | $6,507-66.3% |
| Admin fee / account holder | $1,316 | $5,568-76.4% | $5,349-75.4% | $12,624-89.6% |