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 5-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 | $29,833 | $179,726-83.4% | $156,263-80.9% | $142,382-79.0% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.9%-37.2pp | 80.1%-38.5pp |
| Annual return | 9.49% | 77.86%-68.4pp | 59.47%-50.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $606 | $5,069-88.0% | $4,333-86.0% | $4,299-85.9% |
| Participant deferral / active EE | $2,424 | $6,956-65.2% | $6,158-60.6% | $6,507-62.8% |
| Admin fee / account holder | $21,194 | $17,272+22.7% | $14,255+48.7% | $12,624+67.9% |