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 | $24,163 | $177,572-86.4% | $154,803-84.4% | $142,382-83.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 8.91% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $638 | $4,810-86.7% | $4,305-85.2% | $4,299-85.1% |
| Participant deferral / active EE | $2,693 | $6,272-57.1% | $5,540-51.4% | $6,507-58.6% |
| Admin fee / account holder | $18,338 | $16,786+9.2% | $14,329+28.0% | $12,624+45.3% |