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 | $67,991 | $63,346+7.3% | $92,233-26.3% | $70,131-3.1% |
| Participation rate | 40.9% | 68.7%-27.8pp | 76.5%-35.6pp | 69.5%-28.6pp |
| Annual return | 9.60% | 530.12%-520.5pp | 176.28%-166.7pp | 73.14%-63.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,408 | $2,854-50.7% | $3,897-63.9% | $3,332-57.8% |
| Admin fee / account holder | $11,059 | $3,840+188.0% | $5,194+112.9% | $4,645+138.1% |