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 9-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 | $28,133 | $175,202-83.9% | $149,673-81.2% | $139,434-79.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 4.45% | 166.71%-162.3pp | 134.42%-130.0pp | 372.94%-368.5pp |
| Employer contribution / active EE | $793 | $5,474-85.5% | $4,818-83.5% | $4,751-83.3% |
| Participant deferral / active EE | $1,947 | $6,519-70.1% | $5,680-65.7% | $6,710-71.0% |
| Admin fee / account holder | $1,760 | $16,150-89.1% | $13,210-86.7% | $11,403-84.6% |