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 5-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 | $40,095 | $126,574-68.3% | $106,213-62.3% | $145,922-72.5% |
| Participation rate | 44.4% | 77.6%-33.2pp | 75.3%-30.8pp | 80.3%-35.8pp |
| Annual return | 5.68% | 224.79%-219.1pp | 116.14%-110.5pp | 561.29%-555.6pp |
| Employer contribution / active EE | $354 | $3,730-90.5% | $3,171-88.8% | $4,660-92.4% |
| Participant deferral / active EE | $2,954 | $5,724-48.4% | $5,016-41.1% | $6,688-55.8% |
| Admin fee / account holder | $6,255 | $17,304-63.9% | $11,033-43.3% | $13,397-53.3% |