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 | $61,173 | $115,770-47.2% | $101,248-39.6% | $158,922-61.5% |
| Participation rate | 14.3% | 79.4%-65.1pp | 75.8%-61.5pp | 82.0%-67.7pp |
| Annual return | 5.51% | 56.14%-50.6pp | 46.47%-41.0pp | 302.83%-297.3pp |
| Employer contribution / active EE | $526 | $4,175-87.4% | $3,660-85.6% | $4,761-88.9% |
| Participant deferral / active EE | $3,500 | $4,957-29.4% | $4,370-19.9% | $5,982-41.5% |
| Admin fee / account holder | $311 | $7,245-95.7% | $5,945-94.8% | $11,246-97.2% |