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 | $93,045 | $89,753+3.7% | $107,525-13.5% | $84,808+9.7% |
| Participation rate | 50.6% | 68.1%-17.5pp | 75.1%-24.5pp | 68.3%-17.7pp |
| Annual return | 10.05% | 29.48%-19.4pp | 181.32%-171.3pp | 40.90%-30.8pp |
| Employer contribution / active EE | $361 | $3,113-88.4% | $3,754-90.4% | $2,631-86.3% |
| Participant deferral / active EE | $3,156 | $4,056-22.2% | $5,116-38.3% | $4,212-25.1% |
| Admin fee / account holder | $14,609 | $7,222+102.3% | $8,919+63.8% | $7,344+98.9% |