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 | $66,333 | $177,572-62.6% | $154,803-57.2% | $142,382-53.4% |
| Participation rate | 18.2% | 82.1%-63.9pp | 78.1%-59.9pp | 80.1%-61.9pp |
| Annual return | 9.35% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $293 | $4,810-93.9% | $4,305-93.2% | $4,299-93.2% |
| Participant deferral / active EE | $2,529 | $6,272-59.7% | $5,540-54.3% | $6,507-61.1% |
| Admin fee / account holder | $439 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |