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 | $79,500 | $66,098+20.3% | $101,794-21.9% | $74,304+7.0% |
| Participation rate | 34.8% | 53.8%-18.9pp | 69.2%-34.4pp | 60.3%-25.5pp |
| Annual return | 12.07% | 19.59%-7.5pp | 30.53%-18.5pp | 29.43%-17.4pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,676 | $2,781-3.8% | $4,084-34.5% | $3,767-29.0% |
| Admin fee / account holder | $11,707 | $4,146+182.4% | $8,777+33.4% | $2,969+294.3% |