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 | $112,054 | $183,519-38.9% | $155,509-27.9% | $145,922-23.2% |
| Participation rate | 21.7% | 82.7%-60.9pp | 78.2%-56.4pp | 80.3%-58.5pp |
| Annual return | 2.14% | 61.17%-59.0pp | 64.67%-62.5pp | 561.29%-559.1pp |
| Employer contribution / active EE | $740 | $5,313-86.1% | $4,672-84.2% | $4,660-84.1% |
| Participant deferral / active EE | $2,712 | $6,462-58.0% | $5,626-51.8% | $6,688-59.5% |
| Admin fee / account holder | $3,456 | $19,313-82.1% | $15,912-78.3% | $13,397-74.2% |