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 | $88,955 | $102,317-13.1% | $146,958-39.5% | $80,856+10.0% |
| Participation rate | 50.7% | 75.8%-25.1pp | 82.2%-31.5pp | 67.6%-17.0pp |
| Annual return | 11.59% | 134.76%-123.2pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $265 | $3,713-92.9% | $4,933-94.6% | $2,755-90.4% |
| Participant deferral / active EE | $2,656 | $6,644-60.0% | $8,070-67.1% | $4,296-38.2% |
| Admin fee / account holder | $16,891 | $7,941+112.7% | $12,998+30.0% | $6,918+144.2% |