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 | $101,107 | $137,414-26.4% | $189,513-46.6% | $85,850+17.8% |
| Participation rate | 41.8% | 84.6%-42.8pp | 87.8%-46.0pp | 69.3%-27.5pp |
| Annual return | 8.55% | 38.14%-29.6pp | 555.15%-546.6pp | 318.53%-310.0pp |
| Employer contribution / active EE | $711 | $4,344-83.6% | $6,162-88.5% | $2,565-72.3% |
| Participant deferral / active EE | $4,030 | $6,260-35.6% | $8,221-51.0% | $3,952+2.0% |
| Admin fee / account holder | $3,295 | $8,630-61.8% | $12,045-72.6% | $6,260-47.4% |