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 | $87,083 | $111,754-22.1% | $103,333-15.7% | $145,922-40.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 7.21% | 24.77%-17.6pp | 24.88%-17.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $468 | $4,212-88.9% | $3,868-87.9% | $4,660-90.0% |
| Participant deferral / active EE | $3,088 | $5,619-45.0% | $5,057-39.0% | $6,688-53.8% |
| Admin fee / account holder | $14,949 | $9,750+53.3% | $8,355+78.9% | $13,397+11.6% |