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 | $100,565 | $122,239-17.7% | $184,203-45.4% | $74,495+35.0% |
| Participation rate | 62.6% | 85.5%-22.9pp | 86.8%-24.2pp | 67.2%-4.6pp |
| Annual return | 10.51% | 19.95%-9.4pp | 28.81%-18.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,234 | $4,537-72.8% | $6,427-80.8% | $2,623-53.0% |
| Participant deferral / active EE | $5,389 | $7,139-24.5% | $9,131-41.0% | $4,346+24.0% |
| Admin fee / account holder | $9,796 | $1,260+677.7% | $13,901-29.5% | $1,942+404.5% |