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 | $51,523 | $78,485-34.4% | $106,213-51.5% | $74,495-30.8% |
| Participation rate | 45.5% | 72.8%-27.4pp | 75.3%-29.8pp | 67.2%-21.7pp |
| Annual return | 10.48% | 15.95%-5.5pp | 116.14%-105.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $160 | $2,523-93.7% | $3,171-95.0% | $2,623-93.9% |
| Participant deferral / active EE | $2,424 | $4,322-43.9% | $5,016-51.7% | $4,346-44.2% |
| Admin fee / account holder | $6,166 | $2,232+176.3% | $11,033-44.1% | $1,942+217.6% |