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 | $59,657 | $85,766-30.4% | $136,294-56.2% | $70,131-14.9% |
| Participation rate | 57.4% | 74.2%-16.8pp | 81.9%-24.5pp | 69.5%-12.2pp |
| Annual return | 13.49% | 31.45%-18.0pp | 5155.94%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,166 | $5,051-57.1% | $6,247-65.3% | $3,332-35.0% |
| Admin fee / account holder | $3,429 | $5,420-36.7% | $9,243-62.9% | $4,645-26.2% |