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 | $31,004 | $55,415-44.1% | $155,509-80.1% | $74,495-58.4% |
| Participation rate | 16.4% | 61.9%-45.5pp | 78.2%-61.8pp | 67.2%-50.8pp |
| Annual return | 10.69% | 268.50%-257.8pp | 64.67%-54.0pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $180 | $2,267-92.1% | $4,672-96.1% | $2,623-93.1% |
| Participant deferral / active EE | $929 | $2,836-67.2% | $5,626-83.5% | $4,346-78.6% |
| Admin fee / account holder | $1,405 | $1,738-19.2% | $15,912-91.2% | $1,942-27.7% |