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 | $35,679 | $109,327-67.4% | $89,391-60.1% | $158,922-77.5% |
| Participation rate | 52.9% | 74.3%-21.3pp | 68.0%-15.0pp | 82.0%-29.0pp |
| Annual return | 5.11% | 345.68%-340.6pp | 245.62%-240.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $158 | $3,170-95.0% | $2,586-93.9% | $4,761-96.7% |
| Participant deferral / active EE | $1,354 | $4,598-70.5% | $3,890-65.2% | $5,982-77.4% |
| Admin fee / account holder | $6,708 | $6,153+9.0% | $4,881+37.4% | $11,246-40.4% |