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 | $65,672 | $183,519-64.2% | $155,509-57.8% | $145,922-55.0% |
| Participation rate | 15.0% | 82.7%-67.7pp | 78.2%-63.2pp | 80.3%-65.3pp |
| Annual return | 6.21% | 61.17%-55.0pp | 64.67%-58.5pp | 561.29%-555.1pp |
| Employer contribution / active EE | $808 | $5,313-84.8% | $4,672-82.7% | $4,660-82.7% |
| Participant deferral / active EE | $2,941 | $6,462-54.5% | $5,626-47.7% | $6,688-56.0% |
| Admin fee / account holder | $4,139 | $19,313-78.6% | $15,912-74.0% | $13,397-69.1% |