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 | $77,138 | $63,346+21.8% | $92,233-16.4% | $70,131+10.0% |
| Participation rate | 63.9% | 68.7%-4.8pp | 76.5%-12.6pp | 69.5%-5.7pp |
| Annual return | 10.10% | 530.12%-520.0pp | 176.28%-166.2pp | 73.14%-63.0pp |
| Employer contribution / active EE | $305 | $2,471-87.6% | $3,679-91.7% | $2,342-87.0% |
| Participant deferral / active EE | $2,810 | $2,854-1.5% | $3,897-27.9% | $3,332-15.7% |
| Admin fee / account holder | $4,695 | $3,840+22.2% | $5,194-9.6% | $4,645+1.1% |