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 | $63,421 | $175,202-63.8% | $149,673-57.6% | $139,434-54.5% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 6.48% | 166.71%-160.2pp | 134.42%-127.9pp | 372.94%-366.5pp |
| Employer contribution / active EE | $957 | $5,474-82.5% | $4,818-80.1% | $4,751-79.9% |
| Participant deferral / active EE | $4,167 | $6,519-36.1% | $5,680-26.6% | $6,710-37.9% |
| Admin fee / account holder | $937 | $16,150-94.2% | $13,210-92.9% | $11,403-91.8% |