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 | $49,960 | $85,766-41.7% | $136,294-63.3% | $70,131-28.8% |
| Participation rate | 61.9% | 74.2%-12.3pp | 81.9%-20.0pp | 69.5%-7.6pp |
| Annual return | 13.77% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $201 | $2,966-93.2% | $4,695-95.7% | $2,342-91.4% |
| Participant deferral / active EE | $3,616 | $5,051-28.4% | $6,247-42.1% | $3,332+8.5% |
| Admin fee / account holder | $6,182 | $5,420+14.1% | $9,243-33.1% | $4,645+33.1% |