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 | $99,064 | $210,648-53.0% | $177,989-44.3% | $145,922-32.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 5.25% | 385.86%-380.6pp | 294.48%-289.2pp | 561.29%-556.0pp |
| Employer contribution / active EE | $576 | $4,565-87.4% | $3,949-85.4% | $4,660-87.6% |
| Participant deferral / active EE | $2,305 | $6,958-66.9% | $6,276-63.3% | $6,688-65.5% |
| Admin fee / account holder | $24,345 | $12,013+102.7% | $10,363+134.9% | $13,397+81.7% |