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 | $86,117 | $74,927+14.9% | $101,794-15.4% | $84,808+1.5% |
| Participation rate | 53.8% | 61.4%-7.6pp | 69.2%-15.3pp | 68.3%-14.5pp |
| Annual return | 10.37% | 18.70%-8.3pp | 30.53%-20.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $264 | $1,522-82.6% | $2,289-88.4% | $2,631-90.0% |
| Participant deferral / active EE | $2,576 | $3,099-16.9% | $4,084-36.9% | $4,212-38.8% |
| Admin fee / account holder | $2,650 | $6,514-59.3% | $8,777-69.8% | $7,344-63.9% |