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 | $90,722 | $88,751+2.2% | $81,812+10.9% | $145,922-37.8% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 9.43% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $329 | $3,083-89.3% | $2,912-88.7% | $4,660-92.9% |
| Participant deferral / active EE | $4,868 | $4,643+4.8% | $4,319+12.7% | $6,688-27.2% |
| Admin fee / account holder | $922 | $8,415-89.0% | $7,386-87.5% | $13,397-93.1% |