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 6-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 | $33,206 | $159,602-79.2% | $150,045-77.9% | $142,382-76.7% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.3%-64.1pp | 80.1%-61.9pp |
| Annual return | 4.39% | 70.24%-65.8pp | 62.55%-58.2pp | 217.08%-212.7pp |
| Employer contribution / active EE | $638 | $4,961-87.1% | $4,693-86.4% | $4,299-85.2% |
| Participant deferral / active EE | $2,722 | $8,310-67.2% | $7,997-66.0% | $6,507-58.2% |
| Admin fee / account holder | $11,896 | $14,846-19.9% | $13,435-11.5% | $12,624-5.8% |