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 | $58,056 | $53,516+8.5% | $126,539-54.1% | $84,808-31.5% |
| Participation rate | 33.8% | 58.2%-24.5pp | 69.8%-36.0pp | 68.3%-34.5pp |
| Annual return | 11.29% | 58.34%-47.0pp | 425.95%-414.7pp | 40.90%-29.6pp |
| Employer contribution / active EE | $235 | $1,535-84.7% | $3,674-93.6% | $2,631-91.1% |
| Participant deferral / active EE | $2,158 | $2,671-19.2% | $4,083-47.1% | $4,212-48.8% |
| Admin fee / account holder | $24,499 | $4,497+444.8% | $6,065+304.0% | $7,344+233.6% |