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 | $90,451 | $73,933+22.3% | $96,683-6.4% | $75,163+20.3% |
| Participation rate | 46.4% | 66.4%-20.0pp | 74.3%-27.9pp | 67.2%-20.8pp |
| Annual return | 7.60% | 26.70%-19.1pp | 35.69%-28.1pp | 160.62%-153.0pp |
| Employer contribution / active EE | $240 | $2,928-91.8% | $3,737-93.6% | $2,670-91.0% |
| Participant deferral / active EE | $1,668 | $3,659-54.4% | $4,878-65.8% | $4,125-59.6% |
| Admin fee / account holder | $1,277 | $5,216-75.5% | $6,730-81.0% | $5,651-77.4% |