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 | $80,288 | $70,428+14.0% | $96,562-16.9% | $85,850-6.5% |
| Participation rate | 48.9% | 61.8%-12.9pp | 69.8%-20.9pp | 69.3%-20.4pp |
| Annual return | 9.40% | 18.59%-9.2pp | 37.78%-28.4pp | 318.53%-309.1pp |
| Employer contribution / active EE | $168 | $1,413-88.1% | $2,356-92.9% | $2,565-93.4% |
| Participant deferral / active EE | $1,678 | $2,894-42.0% | $3,849-56.4% | $3,952-57.5% |
| Admin fee / account holder | $29,190 | $4,997+484.2% | $6,181+372.3% | $6,260+366.3% |