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 | $80,695 | $67,411+19.7% | $91,001-11.3% | $70,131+15.1% |
| Participation rate | 69.8% | 71.4%-1.6pp | 75.6%-5.8pp | 69.5%+0.2pp |
| Annual return | 12.00% | -40.16%+52.2pp | 4.60%+7.4pp | 73.14%-61.1pp |
| Employer contribution / active EE | $305 | $1,786-82.9% | $2,456-87.6% | $2,342-87.0% |
| Participant deferral / active EE | $2,717 | $2,823-3.7% | $3,547-23.4% | $3,332-18.4% |
| Admin fee / account holder | $6,623 | $4,236+56.3% | $5,417+22.3% | $4,645+42.6% |