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 | $24,568 | $93,571-73.7% | $135,903-81.9% | $75,163-67.3% |
| Participation rate | 53.3% | 75.2%-21.8pp | 81.9%-28.6pp | 67.2%-13.9pp |
| Annual return | 15.00% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $21 | $3,537-99.4% | $4,856-99.6% | $2,670-99.2% |
| Participant deferral / active EE | $2,520 | $6,404-60.6% | $7,758-67.5% | $4,125-38.9% |
| Admin fee / account holder | $2,330 | $6,975-66.6% | $10,762-78.4% | $5,651-58.8% |