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 | $47,877 | $214,378-77.7% | $200,582-76.1% | $142,382-66.4% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 11.16% | 46.41%-35.2pp | 42.33%-31.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,138 | $6,841-83.4% | $6,419-82.3% | $4,299-73.5% |
| Participant deferral / active EE | $7,134 | $9,865-27.7% | $9,331-23.5% | $6,507+9.6% |
| Admin fee / account holder | $62,209 | $17,692+251.6% | $16,305+281.5% | $12,624+392.8% |