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 | $25,846 | $90,348-71.4% | $75,972-66.0% | $145,922-82.3% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.1%-14.5pp | 80.3%-25.7pp |
| Annual return | 8.28% | 620.88%-612.6pp | 359.55%-351.3pp | 561.29%-553.0pp |
| Employer contribution / active EE | $419 | $3,311-87.4% | $2,685-84.4% | $4,660-91.0% |
| Participant deferral / active EE | $1,976 | $5,162-61.7% | $4,255-53.6% | $6,688-70.5% |
| Admin fee / account holder | $47,757 | $8,467+464.1% | $6,467+638.5% | $13,397+256.5% |