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 | $66,698 | $55,415+20.4% | $155,509-57.1% | $74,495-10.5% |
| Participation rate | 46.0% | 61.9%-15.9pp | 78.2%-32.2pp | 67.2%-21.2pp |
| Annual return | 9.70% | 268.50%-258.8pp | 64.67%-55.0pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $41 | $2,267-98.2% | $4,672-99.1% | $2,623-98.4% |
| Participant deferral / active EE | $1,383 | $2,836-51.2% | $5,626-75.4% | $4,346-68.2% |
| Admin fee / account holder | $14,719 | $1,738+746.7% | $15,912-7.5% | $1,942+658.0% |