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 | $81,553 | $65,561+24.4% | $86,188-5.4% | $75,163+8.5% |
| Participation rate | 27.9% | 60.5%-32.6pp | 69.0%-41.1pp | 67.2%-39.3pp |
| Annual return | 6.97% | 46.05%-39.1pp | 1168.45%-1161.5pp | 160.62%-153.6pp |
| Employer contribution / active EE | $83 | $1,553-94.6% | $2,380-96.5% | $2,670-96.9% |
| Participant deferral / active EE | $2,068 | $3,024-31.6% | $3,985-48.1% | $4,125-49.9% |
| Admin fee / account holder | $3,995 | $5,474-27.0% | $6,852-41.7% | $5,651-29.3% |