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 8-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 | $94,906 | $197,591-52.0% | $177,821-46.6% | $158,922-40.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 5.43% | 58.76%-53.3pp | 48.32%-42.9pp | 302.83%-297.4pp |
| Employer contribution / active EE | $809 | $6,697-87.9% | $5,918-86.3% | $4,761-83.0% |
| Participant deferral / active EE | $4,800 | $8,405-42.9% | $7,714-37.8% | $5,982-19.8% |
| Admin fee / account holder | $54,093 | $15,399+251.3% | $12,427+335.3% | $11,246+381.0% |