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 7-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 | $42,582 | $90,348-52.9% | $75,972-44.0% | $145,922-70.8% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 4.94% | 620.88%-615.9pp | 359.55%-354.6pp | 561.29%-556.3pp |
| Employer contribution / active EE | $360 | $3,311-89.1% | $2,685-86.6% | $4,660-92.3% |
| Participant deferral / active EE | $4,600 | $5,162-10.9% | $4,255+8.1% | $6,688-31.2% |
| Admin fee / account holder | $100,727 | $8,467+1089.7% | $6,467+1457.6% | $13,397+651.9% |