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 | $77,508 | $54,705+41.7% | $71,209+8.8% | $84,808-8.6% |
| Participation rate | 40.7% | 64.1%-23.3pp | 73.8%-33.0pp | 68.3%-27.6pp |
| Annual return | 11.15% | 35.90%-24.7pp | 282.51%-271.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $158 | $2,158-92.7% | $2,721-94.2% | $2,631-94.0% |
| Participant deferral / active EE | $2,186 | $3,030-27.9% | $4,175-47.6% | $4,212-48.1% |
| Admin fee / account holder | $23,205 | $4,863+377.1% | $5,349+333.8% | $7,344+216.0% |