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 | $92,641 | $89,753+3.2% | $107,525-13.8% | $84,808+9.2% |
| Participation rate | 48.1% | 68.1%-19.9pp | 75.1%-26.9pp | 68.3%-20.2pp |
| Annual return | 8.54% | 29.48%-20.9pp | 181.32%-172.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $266 | $3,113-91.5% | $3,754-92.9% | $2,631-89.9% |
| Participant deferral / active EE | $2,472 | $4,056-39.0% | $5,116-51.7% | $4,212-41.3% |
| Admin fee / account holder | $17,268 | $7,222+139.1% | $8,919+93.6% | $7,344+135.1% |