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 | $66,459 | $183,519-63.8% | $155,509-57.3% | $145,922-54.5% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 3.30% | 61.17%-57.9pp | 64.67%-61.4pp | 561.29%-558.0pp |
| Employer contribution / active EE | $903 | $5,313-83.0% | $4,672-80.7% | $4,660-80.6% |
| Participant deferral / active EE | $2,665 | $6,462-58.8% | $5,626-52.6% | $6,688-60.1% |
| Admin fee / account holder | $10,404 | $19,313-46.1% | $15,912-34.6% | $13,397-22.3% |