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 | $89,214 | $154,117-42.1% | $129,995-31.4% | $139,434-36.0% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.5%-64.2pp | 80.3%-66.0pp |
| Annual return | 5.67% | 32.48%-26.8pp | -137.18%+142.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $303 | $5,289-94.3% | $4,320-93.0% | $4,751-93.6% |
| Participant deferral / active EE | $6,882 | $6,710+2.6% | $5,820+18.3% | $6,710+2.6% |
| Admin fee / account holder | $783 | $14,007-94.4% | $10,614-92.6% | $11,403-93.1% |