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 | $50,109 | $56,053-10.6% | $75,972-34.0% | $80,856-38.0% |
| Participation rate | 15.4% | 62.0%-46.6pp | 69.1%-53.7pp | 67.6%-52.3pp |
| Annual return | 10.16% | 20.53%-10.4pp | 359.55%-349.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $218 | $1,874-88.4% | $2,685-91.9% | $2,755-92.1% |
| Participant deferral / active EE | $1,036 | $3,052-66.1% | $4,255-75.7% | $4,296-75.9% |
| Admin fee / account holder | $9,212 | $5,234+76.0% | $6,467+42.5% | $6,918+33.2% |