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 | $50,020 | $115,770-56.8% | $101,248-50.6% | $158,922-68.5% |
| Participation rate | 61.9% | 79.4%-17.5pp | 75.8%-13.9pp | 82.0%-20.1pp |
| Annual return | 3.67% | 56.14%-52.5pp | 46.47%-42.8pp | 302.83%-299.2pp |
| Employer contribution / active EE | $69 | $4,175-98.3% | $3,660-98.1% | $4,761-98.5% |
| Participant deferral / active EE | $2,361 | $4,957-52.4% | $4,370-46.0% | $5,982-60.5% |
| Admin fee / account holder | $25,665 | $7,245+254.2% | $5,945+331.7% | $11,246+128.2% |