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 | $48,243 | $56,317-14.3% | $71,209-32.3% | $74,304-35.1% |
| Participation rate | 42.2% | 55.1%-12.9pp | 73.8%-31.6pp | 60.3%-18.2pp |
| Annual return | 12.57% | 42.83%-30.3pp | 282.51%-269.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $20 | $2,160-99.1% | $2,721-99.2% | $2,241-99.1% |
| Participant deferral / active EE | $617 | $2,788-77.9% | $4,175-85.2% | $3,767-83.6% |
| Admin fee / account holder | $15,971 | $2,290+597.6% | $5,349+198.6% | $2,969+438.0% |