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 3-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 | $86,484 | $114,381-24.4% | $107,525-19.6% | $142,382-39.3% |
| Participation rate | 15.4% | 78.1%-62.8pp | 75.1%-59.7pp | 80.1%-64.7pp |
| Annual return | 11.03% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $295 | $4,015-92.6% | $3,754-92.1% | $4,299-93.1% |
| Participant deferral / active EE | $1,808 | $5,564-67.5% | $5,116-64.7% | $6,507-72.2% |
| Admin fee / account holder | $486 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |