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 | $56,918 | $177,572-67.9% | $154,803-63.2% | $142,382-60.0% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | -1.07% | 65.07%-66.1pp | 58.88%-60.0pp | 217.08%-218.1pp |
| Employer contribution / active EE | $248 | $4,810-94.8% | $4,305-94.2% | $4,299-94.2% |
| Participant deferral / active EE | $6,999 | $6,272+11.6% | $5,540+26.3% | $6,507+7.6% |
| Admin fee / account holder | $45,949 | $16,786+173.7% | $14,329+220.7% | $12,624+264.0% |