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 3-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 | $71,866 | $183,519-60.8% | $155,509-53.8% | $145,922-50.8% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 2.49% | 61.17%-58.7pp | 64.67%-62.2pp | 561.29%-558.8pp |
| Employer contribution / active EE | $584 | $5,313-89.0% | $4,672-87.5% | $4,660-87.5% |
| Participant deferral / active EE | $6,465 | $6,4620% | $5,626+14.9% | $6,688-3.3% |
| Admin fee / account holder | $721 | $19,313-96.3% | $15,912-95.5% | $13,397-94.6% |