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 | $20,085 | $124,281-83.8% | $109,143-81.6% | $167,490-88.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 9.31% | 26.04%-16.7pp | 25.75%-16.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $607 | $4,207-85.6% | $3,722-83.7% | $4,837-87.4% |
| Participant deferral / active EE | $2,893 | $5,255-45.0% | $4,653-37.8% | $6,341-54.4% |
| Admin fee / account holder | $378 | $7,970-95.3% | $6,752-94.4% | $12,309-96.9% |