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 | $54,189 | $60,323-10.2% | $81,812-33.8% | $74,495-27.3% |
| Participation rate | 28.9% | 62.9%-34.0pp | 72.3%-43.5pp | 67.2%-38.3pp |
| Annual return | 10.28% | 16.90%-6.6pp | 773.79%-763.5pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $284 | $2,620-89.1% | $2,912-90.2% | $2,623-89.2% |
| Participant deferral / active EE | $1,346 | $3,387-60.3% | $4,319-68.8% | $4,346-69.0% |
| Admin fee / account holder | $9,254 | $1,486+522.8% | $7,386+25.3% | $1,942+376.6% |