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 4-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 | $14,188 | $177,572-92.0% | $154,803-90.8% | $142,382-90.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 10.63% | 65.07%-54.4pp | 58.88%-48.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $421 | $4,810-91.2% | $4,305-90.2% | $4,299-90.2% |
| Participant deferral / active EE | $2,056 | $6,272-67.2% | $5,540-62.9% | $6,507-68.4% |
| Admin fee / account holder | $524 | $16,786-96.9% | $14,329-96.3% | $12,624-95.8% |