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 8-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 | $67,337 | $88,751-24.1% | $81,812-17.7% | $145,922-53.9% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.3%-50.1pp | 80.3%-58.1pp |
| Annual return | 8.75% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $323 | $3,083-89.5% | $2,912-88.9% | $4,660-93.1% |
| Participant deferral / active EE | $728 | $4,643-84.3% | $4,319-83.1% | $6,688-89.1% |
| Admin fee / account holder | $4,047 | $8,415-51.9% | $7,386-45.2% | $13,397-69.8% |