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 | $106,465 | $103,376+3.0% | $87,100+22.2% | $152,861-30.4% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.9%-43.5pp | 82.4%-49.1pp |
| Annual return | 10.21% | 28.10%-17.9pp | 28.19%-18.0pp | 345.32%-335.1pp |
| Employer contribution / active EE | $505 | $3,220-84.3% | $2,521-80.0% | $4,762-89.4% |
| Participant deferral / active EE | $2,430 | $4,778-49.1% | $4,049-40.0% | $5,850-58.5% |
| Admin fee / account holder | $47,947 | $12,205+292.8% | $7,497+539.6% | $11,596+313.5% |