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 10-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 | $51,267 | $209,411-75.5% | $178,490-71.3% | $158,922-67.7% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 1.55% | 188.75%-187.2pp | 151.07%-149.5pp | 302.83%-301.3pp |
| Employer contribution / active EE | $400 | $5,706-93.0% | $5,011-92.0% | $4,761-91.6% |
| Participant deferral / active EE | $2,600 | $5,954-56.3% | $5,202-50.0% | $5,982-56.5% |
| Admin fee / account holder | $593 | $17,074-96.5% | $13,984-95.8% | $11,246-94.7% |