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 | $64,788 | $93,373-30.6% | $152,466-57.5% | $85,850-24.5% |
| Participation rate | 50.0% | 70.1%-20.1pp | 78.2%-28.2pp | 69.3%-19.3pp |
| Annual return | 6.95% | 21.84%-14.9pp | 757.33%-750.4pp | 318.53%-311.6pp |
| Employer contribution / active EE | $259 | $2,996-91.3% | $4,327-94.0% | $2,565-89.9% |
| Participant deferral / active EE | $1,880 | $4,550-58.7% | $5,820-67.7% | $3,952-52.4% |
| Admin fee / account holder | $46,974 | $13,853+239.1% | $15,805+197.2% | $6,260+650.4% |