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 | $54,384 | $53,127+2.4% | $86,590-37.2% | $70,131-22.5% |
| Participation rate | 30.0% | 65.3%-35.3pp | 73.5%-43.5pp | 69.5%-39.5pp |
| Annual return | 10.32% | 27.66%-17.3pp | 964.84%-954.5pp | 73.14%-62.8pp |
| Employer contribution / active EE | $134 | $2,068-93.5% | $2,839-95.3% | $2,342-94.3% |
| Participant deferral / active EE | $1,053 | $2,696-60.9% | $3,609-70.8% | $3,332-68.4% |
| Admin fee / account holder | $959 | $3,585-73.3% | $4,906-80.5% | $4,645-79.4% |