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 | $24,960 | $117,983-78.8% | $101,794-75.5% | $142,382-82.5% |
| Participation rate | 23.8% | 74.2%-50.4pp | 69.2%-45.4pp | 80.1%-56.3pp |
| Annual return | 8.51% | 36.92%-28.4pp | 30.53%-22.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $310 | $2,773-88.8% | $2,289-86.4% | $4,299-92.8% |
| Participant deferral / active EE | $1,237 | $4,714-73.8% | $4,084-69.7% | $6,507-81.0% |
| Admin fee / account holder | $22,497 | $10,433+115.6% | $8,777+156.3% | $12,624+78.2% |