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 | $49,272 | $54,705-9.9% | $71,209-30.8% | $84,808-41.9% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.8%-40.4pp | 68.3%-35.0pp |
| Annual return | 9.46% | 35.90%-26.4pp | 282.51%-273.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $143 | $2,158-93.4% | $2,721-94.7% | $2,631-94.6% |
| Participant deferral / active EE | $744 | $3,030-75.5% | $4,175-82.2% | $4,212-82.3% |
| Admin fee / account holder | $56,701 | $4,863+1065.9% | $5,349+960.1% | $7,344+672.1% |