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 | $69,245 | $77,899-11.1% | $149,673-53.7% | $75,163-7.9% |
| Participation rate | 20.2% | 65.6%-45.3pp | 78.8%-58.5pp | 67.2%-47.0pp |
| Annual return | 12.30% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $127 | $3,137-96.0% | $4,818-97.4% | $2,670-95.2% |
| Participant deferral / active EE | $1,303 | $3,411-61.8% | $5,680-77.1% | $4,125-68.4% |
| Admin fee / account holder | $4,547 | $5,956-23.7% | $13,210-65.6% | $5,651-19.5% |