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 | $72,380 | $111,724-35.2% | $93,606-22.7% | $145,922-50.4% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 4.92% | 202.98%-198.1pp | 133.20%-128.3pp | 561.29%-556.4pp |
| Employer contribution / active EE | $411 | $3,090-86.7% | $2,420-83.0% | $4,660-91.2% |
| Participant deferral / active EE | $5,143 | $4,912+4.7% | $4,411+16.6% | $6,688-23.1% |
| Admin fee / account holder | $997 | $10,250-90.3% | $8,285-88.0% | $13,397-92.6% |