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 | $29,407 | $48,050-38.8% | $85,969-65.8% | $59,632-50.7% |
| Participation rate | 52.6% | 64.5%-11.8pp | 76.5%-23.9pp | 68.7%-16.0pp |
| Annual return | -3.83% | 0.29%-4.1pp | 9.32%-13.1pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $221 | $1,640-86.5% | $3,474-93.6% | $2,203-90.0% |
| Participant deferral / active EE | $988 | $2,249-56.1% | $3,829-74.2% | $3,192-69.1% |
| Admin fee / account holder | $1,686 | $3,206-47.4% | $6,053-72.1% | $4,297-60.8% |