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 | $40,429 | $78,485-48.5% | $106,213-61.9% | $74,495-45.7% |
| Participation rate | 39.1% | 72.8%-33.8pp | 75.3%-36.2pp | 67.2%-28.1pp |
| Annual return | 9.60% | 15.95%-6.3pp | 116.14%-106.5pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $633 | $2,523-74.9% | $3,171-80.0% | $2,623-75.9% |
| Participant deferral / active EE | $1,991 | $4,322-53.9% | $5,016-60.3% | $4,346-54.2% |
| Admin fee / account holder | $4,638 | $2,232+107.8% | $11,033-58.0% | $1,942+138.9% |