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 | $32,546 | $214,378-84.8% | $200,582-83.8% | $142,382-77.1% |
| Participation rate | 45.5% | 87.4%-42.0pp | 86.9%-41.4pp | 80.1%-34.7pp |
| Annual return | 11.41% | 46.41%-35.0pp | 42.33%-30.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,124 | $6,841-83.6% | $6,419-82.5% | $4,299-73.9% |
| Participant deferral / active EE | $3,114 | $9,865-68.4% | $9,331-66.6% | $6,507-52.1% |
| Admin fee / account holder | $19,005 | $17,692+7.4% | $16,305+16.6% | $12,624+50.6% |