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 | $69,922 | $133,922-47.8% | $116,228-39.8% | $142,382-50.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 6.21% | 147.76%-141.6pp | 90.06%-83.9pp | 217.08%-210.9pp |
| Employer contribution / active EE | $12 | $3,446-99.7% | $2,994-99.6% | $4,299-99.7% |
| Participant deferral / active EE | $2,275 | $5,672-59.9% | $4,953-54.1% | $6,507-65.0% |
| Admin fee / account holder | $23,405 | $14,945+56.6% | $11,989+95.2% | $12,624+85.4% |