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 | $44,751 | $39,019+14.7% | $80,716-44.6% | $85,850-47.9% |
| Participation rate | 41.2% | 41.5%-0.4pp | 54.2%-13.0pp | 69.3%-28.1pp |
| Annual return | 8.54% | 26.27%-17.7pp | 87.28%-78.7pp | 318.53%-310.0pp |
| Employer contribution / active EE | $0 | $722-99.9% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,410 | $1,326+6.4% | $2,146-34.3% | $3,952-64.3% |
| Admin fee / account holder | $1,944 | $2,431-20.0% | $3,380-42.5% | $6,260-68.9% |