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 | $82,444 | $59,417+38.8% | $93,606-11.9% | $74,495+10.7% |
| Participation rate | 20.1% | 59.7%-39.6pp | 68.7%-48.6pp | 67.2%-47.1pp |
| Annual return | 10.14% | 81.83%-71.7pp | 133.20%-123.1pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $185 | $1,264-85.4% | $2,420-92.4% | $2,623-93.0% |
| Participant deferral / active EE | $1,841 | $3,050-39.6% | $4,411-58.3% | $4,346-57.6% |
| Admin fee / account holder | $31,369 | $3,021+938.2% | $8,285+278.6% | $1,942+1515.5% |