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 | $108,947 | $77,899+39.9% | $149,673-27.2% | $75,163+44.9% |
| Participation rate | 35.8% | 65.6%-29.7pp | 78.8%-42.9pp | 67.2%-31.3pp |
| Annual return | 12.64% | 31.72%-19.1pp | 134.42%-121.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $207 | $3,137-93.4% | $4,818-95.7% | $2,670-92.2% |
| Participant deferral / active EE | $1,129 | $3,411-66.9% | $5,680-80.1% | $4,125-72.6% |
| Admin fee / account holder | $3,231 | $5,956-45.8% | $13,210-75.5% | $5,651-42.8% |