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 | $51,949 | $150,440-65.5% | $136,294-61.9% | $147,584-64.8% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 6.10% | 1049.08%-1043.0pp | 5155.94%-5149.8pp | 578.55%-572.4pp |
| Employer contribution / active EE | $869 | $5,256-83.5% | $4,695-81.5% | $4,876-82.2% |
| Participant deferral / active EE | $3,557 | $6,630-46.4% | $6,247-43.1% | $5,439-34.6% |
| Admin fee / account holder | $15,603 | $10,905+43.1% | $9,243+68.8% | $10,885+43.3% |