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 | $58,090 | $54,705+6.2% | $71,209-18.4% | $84,808-31.5% |
| Participation rate | 21.9% | 64.1%-42.2pp | 73.8%-51.9pp | 68.3%-46.4pp |
| Annual return | 11.73% | 35.90%-24.2pp | 282.51%-270.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $842 | $3,030-72.2% | $4,175-79.8% | $4,212-80.0% |
| Admin fee / account holder | $3,853 | $4,863-20.8% | $5,349-28.0% | $7,344-47.5% |