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 | $97,070 | $86,944+11.6% | $107,525-9.7% | $74,304+30.6% |
| Participation rate | 16.8% | 59.6%-42.7pp | 75.1%-58.3pp | 60.3%-43.5pp |
| Annual return | 9.34% | 23.52%-14.2pp | 181.32%-172.0pp | 29.43%-20.1pp |
| Employer contribution / active EE | $179 | $2,757-93.5% | $3,754-95.2% | $2,241-92.0% |
| Participant deferral / active EE | $2,263 | $3,554-36.3% | $5,116-55.8% | $3,767-39.9% |
| Admin fee / account holder | $49,366 | $3,727+1224.7% | $8,919+453.5% | $2,969+1562.8% |