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 | $48,768 | $180,449-73.0% | $154,107-68.4% | $135,375-64.0% |
| Participation rate | 22.7% | 87.4%-64.7pp | 83.0%-60.3pp | 82.6%-59.9pp |
| Annual return | -12.92% | 888.09%-901.0pp | 735.12%-748.0pp | 519.73%-532.7pp |
| Employer contribution / active EE | $941 | $6,035-84.4% | $5,298-82.2% | $4,779-80.3% |
| Participant deferral / active EE | $2,231 | $5,806-61.6% | $5,081-56.1% | $5,609-60.2% |
| Admin fee / account holder | $531 | $16,143-96.7% | $13,411-96.0% | $10,827-95.1% |