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 | $77,530 | $214,378-63.8% | $200,582-61.3% | $142,382-45.5% |
| Participation rate | 30.8% | 87.4%-56.7pp | 86.9%-56.1pp | 80.1%-49.4pp |
| Annual return | 9.02% | 46.41%-37.4pp | 42.33%-33.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $702 | $6,841-89.7% | $6,419-89.1% | $4,299-83.7% |
| Participant deferral / active EE | $3,892 | $9,865-60.5% | $9,331-58.3% | $6,507-40.2% |
| Admin fee / account holder | $556 | $17,692-96.9% | $16,305-96.6% | $12,624-95.6% |