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 | $45,566 | $111,754-59.2% | $103,333-55.9% | $145,922-68.8% |
| Participation rate | 13.6% | 77.9%-64.3pp | 74.5%-60.9pp | 80.3%-66.6pp |
| Annual return | 7.64% | 24.77%-17.1pp | 24.88%-17.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $370 | $4,212-91.2% | $3,868-90.4% | $4,660-92.1% |
| Participant deferral / active EE | $2,134 | $5,619-62.0% | $5,057-57.8% | $6,688-68.1% |
| Admin fee / account holder | $24,690 | $9,750+153.2% | $8,355+195.5% | $13,397+84.3% |