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 6-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 | $44,028 | $159,901-72.5% | $146,958-70.0% | $145,922-69.8% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 2.60% | 98.13%-95.5pp | 418.34%-415.7pp | 561.29%-558.7pp |
| Employer contribution / active EE | $386 | $5,286-92.7% | $4,933-92.2% | $4,660-91.7% |
| Participant deferral / active EE | $2,761 | $8,428-67.2% | $8,070-65.8% | $6,688-58.7% |
| Admin fee / account holder | $3,859 | $15,044-74.3% | $12,998-70.3% | $13,397-71.2% |