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 | $94,195 | $64,839+45.3% | $95,585-1.5% | $84,808+11.1% |
| Participation rate | 35.4% | 63.8%-28.4pp | 72.1%-36.7pp | 68.3%-32.9pp |
| Annual return | 10.89% | -670.96%+681.8pp | 38.56%-27.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $179 | $1,759-89.8% | $2,527-92.9% | $2,631-93.2% |
| Participant deferral / active EE | $3,007 | $2,965+1.4% | $4,023-25.2% | $4,212-28.6% |
| Admin fee / account holder | $26,574 | $5,964+345.6% | $6,127+333.7% | $7,344+261.9% |