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 | $33,896 | $175,202-80.7% | $149,673-77.4% | $139,434-75.7% |
| Participation rate | 61.5% | 83.4%-21.8pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 6.79% | 166.71%-159.9pp | 134.42%-127.6pp | 372.94%-366.2pp |
| Employer contribution / active EE | $1,009 | $5,474-81.6% | $4,818-79.0% | $4,751-78.8% |
| Participant deferral / active EE | $3,181 | $6,519-51.2% | $5,680-44.0% | $6,710-52.6% |
| Admin fee / account holder | $22,224 | $16,150+37.6% | $13,210+68.2% | $11,403+94.9% |