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 | $12,143 | $111,754-89.1% | $103,333-88.2% | $145,922-91.7% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.5%-32.4pp | 80.3%-38.2pp |
| Annual return | 5.81% | 24.77%-19.0pp | 24.88%-19.1pp | 561.29%-555.5pp |
| Employer contribution / active EE | $393 | $4,212-90.7% | $3,868-89.9% | $4,660-91.6% |
| Participant deferral / active EE | $1,725 | $5,619-69.3% | $5,057-65.9% | $6,688-74.2% |
| Admin fee / account holder | $30,195 | $9,750+209.7% | $8,355+261.4% | $13,397+125.4% |