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 | $89,886 | $82,032+9.6% | $123,104-27.0% | $59,632+50.7% |
| Participation rate | 62.0% | 83.2%-21.2pp | 86.8%-24.8pp | 68.7%-6.7pp |
| Annual return | -2.48% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $815 | $3,297-75.3% | $5,151-84.2% | $2,203-63.0% |
| Participant deferral / active EE | $4,519 | $4,667-3.2% | $6,230-27.5% | $3,192+41.6% |
| Admin fee / account holder | $1,193 | $5,881-79.7% | $9,015-86.8% | $4,297-72.2% |