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 | $71,417 | $57,281+24.7% | $86,612-17.5% | $75,163-5.0% |
| Participation rate | 43.8% | 63.2%-19.4pp | 71.7%-27.9pp | 67.2%-23.4pp |
| Annual return | 12.34% | 2670.75%-2658.4pp | 591.07%-578.7pp | 160.62%-148.3pp |
| Employer contribution / active EE | $72 | $2,314-96.9% | $3,022-97.6% | $2,670-97.3% |
| Participant deferral / active EE | $2,413 | $3,318-27.3% | $4,438-45.6% | $4,125-41.5% |
| Admin fee / account holder | $410 | $4,112-90.0% | $5,614-92.7% | $5,651-92.7% |