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 | $62,076 | $49,922+24.3% | $80,569-23.0% | $75,163-17.4% |
| Participation rate | 44.2% | 55.3%-11.1pp | 67.0%-22.8pp | 67.2%-23.0pp |
| Annual return | 11.93% | 34.69%-22.8pp | 935.43%-923.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $247 | $1,698-85.5% | $2,723-90.9% | $2,670-90.7% |
| Participant deferral / active EE | $1,761 | $2,990-41.1% | $4,447-60.4% | $4,125-57.3% |
| Admin fee / account holder | $5,993 | $3,577+67.5% | $5,377+11.5% | $5,651+6.1% |