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 | $18,083 | $58,264-69.0% | $86,612-79.1% | $71,457-74.7% |
| Participation rate | 14.6% | 65.0%-50.4pp | 71.7%-57.1pp | 67.9%-53.3pp |
| Annual return | 12.40% | 21.63%-9.2pp | 591.07%-578.7pp | 28.85%-16.4pp |
| Employer contribution / active EE | $41 | $2,574-98.4% | $3,022-98.6% | $2,588-98.4% |
| Participant deferral / active EE | $958 | $3,436-72.1% | $4,438-78.4% | $4,289-77.7% |
| Admin fee / account holder | $4,294 | $1,057+306.2% | $5,614-23.5% | $1,587+170.5% |