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 | $33,482 | $150,440-77.7% | $136,294-75.4% | $147,584-77.3% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 7.15% | 1049.08%-1041.9pp | 5155.94%-5148.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $462 | $5,256-91.2% | $4,695-90.2% | $4,876-90.5% |
| Participant deferral / active EE | $3,310 | $6,630-50.1% | $6,247-47.0% | $5,439-39.1% |
| Admin fee / account holder | $9,808 | $10,905-10.1% | $9,243+6.1% | $10,885-9.9% |