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 10-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 | $96,737 | $198,466-51.3% | $170,442-43.2% | $147,584-34.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 4.44% | 257.29%-252.9pp | 205.93%-201.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $1,301 | $6,184-79.0% | $5,433-76.0% | $4,876-73.3% |
| Participant deferral / active EE | $2,994 | $5,629-46.8% | $4,939-39.4% | $5,439-44.9% |
| Admin fee / account holder | $301 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |