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 | $54,783 | $24,730+121.5% | $66,042-17.0% | $84,808-35.4% |
| Participation rate | 50.9% | 68.1%-17.2pp | 67.5%-16.6pp | 68.3%-17.4pp |
| Annual return | 13.21% | 79.55%-66.3pp | 52.11%-38.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $105 | $857-87.7% | $1,579-93.4% | $2,631-96.0% |
| Participant deferral / active EE | $972 | $1,737-44.1% | $2,835-65.7% | $4,212-76.9% |
| Admin fee / account holder | $909 | $3,014-69.9% | $5,747-84.2% | $7,344-87.6% |