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 | $49,800 | $54,705-9.0% | $71,209-30.1% | $84,808-41.3% |
| Participation rate | 65.6% | 64.1%+1.5pp | 73.8%-8.2pp | 68.3%-2.7pp |
| Annual return | 7.82% | 35.90%-28.1pp | 282.51%-274.7pp | 40.90%-33.1pp |
| Employer contribution / active EE | $186 | $2,158-91.4% | $2,721-93.2% | $2,631-92.9% |
| Participant deferral / active EE | $1,373 | $3,030-54.7% | $4,175-67.1% | $4,212-67.4% |
| Admin fee / account holder | $16,983 | $4,863+249.2% | $5,349+217.5% | $7,344+131.3% |