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 4-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 | $44,274 | $74,888-40.9% | $71,209-37.8% | $142,382-68.9% |
| Participation rate | 19.0% | 76.2%-57.2pp | 73.8%-54.7pp | 80.1%-61.1pp |
| Annual return | 8.79% | 345.14%-336.4pp | 282.51%-273.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $175 | $2,854-93.9% | $2,721-93.6% | $4,299-95.9% |
| Participant deferral / active EE | $2,106 | $4,454-52.7% | $4,175-49.6% | $6,507-67.6% |
| Admin fee / account holder | $1,520 | $5,568-72.7% | $5,349-71.6% | $12,624-88.0% |