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 | $67,147 | $54,705+22.7% | $71,209-5.7% | $84,808-20.8% |
| Participation rate | 46.8% | 64.1%-17.3pp | 73.8%-26.9pp | 68.3%-21.5pp |
| Annual return | 9.75% | 35.90%-26.1pp | 282.51%-272.8pp | 40.90%-31.1pp |
| Employer contribution / active EE | $171 | $2,158-92.1% | $2,721-93.7% | $2,631-93.5% |
| Participant deferral / active EE | $1,778 | $3,030-41.3% | $4,175-57.4% | $4,212-57.8% |
| Admin fee / account holder | $1,909 | $4,863-60.8% | $5,349-64.3% | $7,344-74.0% |