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 | $90,563 | $56,972+59.0% | $182,532-50.4% | $65,185+38.9% |
| Participation rate | 47.4% | 66.5%-19.2pp | 78.0%-30.6pp | 70.2%-22.8pp |
| Annual return | 19.62% | 27.67%-8.1pp | 148.54%-128.9pp | 29.38%-9.8pp |
| Employer contribution / active EE | $354 | $1,615-78.1% | $4,076-91.3% | $2,177-83.7% |
| Participant deferral / active EE | $3,203 | $3,526-9.2% | $5,524-42.0% | $3,514-8.8% |
| Admin fee / account holder | $3,631 | $528+587.8% | $8,592-57.7% | $847+328.6% |