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 | $34,921 | $56,114-37.8% | $96,139-63.7% | $85,850-59.3% |
| Participation rate | 14.9% | 56.7%-41.8pp | 68.4%-53.5pp | 69.3%-54.4pp |
| Annual return | 8.12% | 42.30%-34.2pp | 191.94%-183.8pp | 318.53%-310.4pp |
| Employer contribution / active EE | $2 | $1,620-99.9% | $2,797-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $1,241 | $2,859-56.6% | $4,349-71.5% | $3,952-68.6% |
| Admin fee / account holder | $4,391 | $3,768+16.5% | $5,537-20.7% | $6,260-29.9% |