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 | $85,266 | $98,982-13.9% | $162,163-47.4% | $65,185+30.8% |
| Participation rate | 45.3% | 85.8%-40.5pp | 87.6%-42.2pp | 70.2%-24.9pp |
| Annual return | 14.11% | 24.84%-10.7pp | 115.59%-101.5pp | 29.38%-15.3pp |
| Employer contribution / active EE | $898 | $3,467-74.1% | $5,614-84.0% | $2,177-58.8% |
| Participant deferral / active EE | $3,309 | $5,384-38.6% | $7,298-54.7% | $3,514-5.8% |
| Admin fee / account holder | $2,808 | $596+370.8% | $10,843-74.1% | $847+231.5% |