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 | $58,658 | $49,922+17.5% | $80,569-27.2% | $75,163-22.0% |
| Participation rate | 47.9% | 55.3%-7.4pp | 67.0%-19.1pp | 67.2%-19.3pp |
| Annual return | 13.66% | 34.69%-21.0pp | 935.43%-921.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,387 | $2,990-53.6% | $4,447-68.8% | $4,125-66.4% |
| Admin fee / account holder | $1,206 | $3,577-66.3% | $5,377-77.6% | $5,651-78.7% |