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 | $87,903 | $63,346+38.8% | $92,233-4.7% | $70,131+25.3% |
| Participation rate | 67.9% | 68.7%-0.8pp | 76.5%-8.6pp | 69.5%-1.7pp |
| Annual return | 11.17% | 530.12%-518.9pp | 176.28%-165.1pp | 73.14%-62.0pp |
| Employer contribution / active EE | $236 | $2,471-90.5% | $3,679-93.6% | $2,342-89.9% |
| Participant deferral / active EE | $2,943 | $2,854+3.1% | $3,897-24.5% | $3,332-11.7% |
| Admin fee / account holder | $431 | $3,840-88.8% | $5,194-91.7% | $4,645-90.7% |