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 | $26,380 | $77,899-66.1% | $149,673-82.4% | $75,163-64.9% |
| Participation rate | 23.3% | 65.6%-42.3pp | 78.8%-55.5pp | 67.2%-43.9pp |
| Annual return | 3.41% | 31.72%-28.3pp | 134.42%-131.0pp | 160.62%-157.2pp |
| Employer contribution / active EE | $114 | $3,137-96.4% | $4,818-97.6% | $2,670-95.7% |
| Participant deferral / active EE | $1,357 | $3,411-60.2% | $5,680-76.1% | $4,125-67.1% |
| Admin fee / account holder | $5,270 | $5,956-11.5% | $13,210-60.1% | $5,651-6.7% |