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 | $59,968 | $66,098-9.3% | $101,794-41.1% | $74,304-19.3% |
| Participation rate | 39.5% | 53.8%-14.3pp | 69.2%-29.7pp | 60.3%-20.9pp |
| Annual return | 12.54% | 19.59%-7.0pp | 30.53%-18.0pp | 29.43%-16.9pp |
| Employer contribution / active EE | $222 | $1,082-79.5% | $2,289-90.3% | $2,241-90.1% |
| Participant deferral / active EE | $2,289 | $2,781-17.7% | $4,084-44.0% | $3,767-39.2% |
| Admin fee / account holder | $3,620 | $4,146-12.7% | $8,777-58.8% | $2,969+21.9% |