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 | $57,624 | $100,041-42.4% | $149,718-61.5% | $70,131-17.8% |
| Participation rate | 40.0% | 83.6%-43.6pp | 87.1%-47.1pp | 69.5%-29.5pp |
| Annual return | 12.29% | 27.43%-15.1pp | 1501.63%-1489.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,075 | $3,662-70.6% | $5,445-80.3% | $2,342-54.1% |
| Participant deferral / active EE | $4,303 | $4,983-13.6% | $6,569-34.5% | $3,332+29.2% |
| Admin fee / account holder | $7,768 | $8,286-6.3% | $11,283-31.2% | $4,645+67.2% |