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 | $48,942 | $98,750-50.4% | $149,696-67.3% | $79,858-38.7% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.5%-23.9pp | 69.6%-11.0pp |
| Annual return | 11.63% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $135 | $3,216-95.8% | $4,644-97.1% | $2,471-94.5% |
| Participant deferral / active EE | $3,788 | $5,680-33.3% | $6,842-44.6% | $3,740+1.3% |
| Admin fee / account holder | $5,694 | $6,053-5.9% | $9,309-38.8% | $5,306+7.3% |