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 | $42,511 | $71,050-40.2% | $93,606-54.6% | $80,856-47.4% |
| Participation rate | 17.1% | 60.4%-43.3pp | 68.7%-51.6pp | 67.6%-50.5pp |
| Annual return | 6.03% | 11.26%-5.2pp | 133.20%-127.2pp | 35.59%-29.6pp |
| Employer contribution / active EE | $203 | $1,564-87.0% | $2,420-91.6% | $2,755-92.6% |
| Participant deferral / active EE | $1,701 | $4,034-57.8% | $4,411-61.4% | $4,296-60.4% |
| Admin fee / account holder | $10,417 | $6,945+50.0% | $8,285+25.7% | $6,918+50.6% |