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 | $41,084 | $175,202-76.6% | $149,673-72.6% | $139,434-70.5% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 8.58% | 166.71%-158.1pp | 134.42%-125.8pp | 372.94%-364.4pp |
| Employer contribution / active EE | $683 | $5,474-87.5% | $4,818-85.8% | $4,751-85.6% |
| Participant deferral / active EE | $2,035 | $6,519-68.8% | $5,680-64.2% | $6,710-69.7% |
| Admin fee / account holder | $432 | $16,150-97.3% | $13,210-96.7% | $11,403-96.2% |