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 8-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 | $38,683 | $48,230-19.8% | $67,502-42.7% | $80,856-52.2% |
| Participation rate | 37.8% | 66.4%-28.6pp | 72.9%-35.1pp | 67.6%-29.9pp |
| Annual return | 10.98% | 18.28%-7.3pp | 3512.12%-3501.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $200 | $2,020-90.1% | $2,731-92.7% | $2,755-92.7% |
| Participant deferral / active EE | $2,859 | $2,924-2.2% | $4,000-28.5% | $4,296-33.4% |
| Admin fee / account holder | $473 | $3,681-87.1% | $3,998-88.2% | $6,918-93.2% |