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 10-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 | $120,588 | $210,648-42.8% | $177,989-32.2% | $145,922-17.4% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 5.91% | 385.86%-379.9pp | 294.48%-288.6pp | 561.29%-555.4pp |
| Employer contribution / active EE | $299 | $4,565-93.5% | $3,949-92.4% | $4,660-93.6% |
| Participant deferral / active EE | $1,602 | $6,958-77.0% | $6,276-74.5% | $6,688-76.0% |
| Admin fee / account holder | $24,263 | $12,013+102.0% | $10,363+134.1% | $13,397+81.1% |