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 | $69,084 | $79,171-12.7% | $102,423-32.6% | $74,495-7.3% |
| Participation rate | 43.2% | 74.8%-31.6pp | 76.5%-33.3pp | 67.2%-24.0pp |
| Annual return | 10.19% | 54.93%-44.7pp | 29.32%-19.1pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $596 | $2,362-74.8% | $3,023-80.3% | $2,623-77.3% |
| Participant deferral / active EE | $2,235 | $4,415-49.4% | $5,053-55.8% | $4,346-48.6% |
| Admin fee / account holder | $1,636 | $2,001-18.2% | $9,451-82.7% | $1,942-15.7% |