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 | $90,420 | $209,411-56.8% | $178,490-49.3% | $158,922-43.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 4.52% | 188.75%-184.2pp | 151.07%-146.5pp | 302.83%-298.3pp |
| Employer contribution / active EE | $1,121 | $5,706-80.4% | $5,011-77.6% | $4,761-76.5% |
| Participant deferral / active EE | $5,250 | $5,954-11.8% | $5,202+0.9% | $5,982-12.2% |
| Admin fee / account holder | $1,047 | $17,074-93.9% | $13,984-92.5% | $11,246-90.7% |