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 | $90,844 | $102,317-11.2% | $146,958-38.2% | $80,856+12.4% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.2%-35.7pp | 67.6%-21.2pp |
| Annual return | 10.87% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $530 | $3,713-85.7% | $4,933-89.3% | $2,755-80.8% |
| Participant deferral / active EE | $4,236 | $6,644-36.2% | $8,070-47.5% | $4,296-1.4% |
| Admin fee / account holder | $24,585 | $7,941+209.6% | $12,998+89.1% | $6,918+255.4% |