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 | $12,823 | $60,124-78.7% | $90,404-85.8% | $79,858-83.9% |
| Participation rate | 34.1% | 65.0%-30.8pp | 72.7%-38.5pp | 69.6%-35.5pp |
| Annual return | 5.96% | 71.94%-66.0pp | 1293.02%-1287.1pp | 31.71%-25.8pp |
| Employer contribution / active EE | $139 | $2,068-93.3% | $3,262-95.7% | $2,471-94.4% |
| Participant deferral / active EE | $832 | $2,938-71.7% | $3,963-79.0% | $3,740-77.7% |
| Admin fee / account holder | $4,392 | $3,976+10.5% | $5,611-21.7% | $5,306-17.2% |