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 7-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 | $28,951 | $172,478-83.2% | $145,661-80.1% | $142,382-79.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.2%-27.2pp | 80.1%-30.1pp |
| Annual return | 8.37% | 151.09%-142.7pp | 101.46%-93.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,462 | $8,348-70.5% | $7,198-65.8% | $6,507-62.2% |
| Admin fee / account holder | $13,573 | $16,864-19.5% | $12,466+8.9% | $12,624+7.5% |