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 6-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 | $35,533 | $114,381-68.9% | $107,525-67.0% | $142,382-75.0% |
| Participation rate | 18.2% | 78.1%-60.0pp | 75.1%-56.9pp | 80.1%-61.9pp |
| Annual return | 8.78% | 242.71%-233.9pp | 181.32%-172.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $273 | $4,015-93.2% | $3,754-92.7% | $4,299-93.7% |
| Participant deferral / active EE | $2,026 | $5,564-63.6% | $5,116-60.4% | $6,507-68.9% |
| Admin fee / account holder | $7,363 | $9,860-25.3% | $8,919-17.4% | $12,624-41.7% |