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 | $85,474 | $209,411-59.2% | $178,490-52.1% | $158,922-46.2% |
| Participation rate | 28.6% | 86.3%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 5.03% | 188.75%-183.7pp | 151.07%-146.0pp | 302.83%-297.8pp |
| Employer contribution / active EE | $297 | $5,706-94.8% | $5,011-94.1% | $4,761-93.8% |
| Participant deferral / active EE | $2,786 | $5,954-53.2% | $5,202-46.4% | $5,982-53.4% |
| Admin fee / account holder | $1,727 | $17,074-89.9% | $13,984-87.7% | $11,246-84.6% |