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 | $28,251 | $102,604-72.5% | $86,188-67.2% | $139,434-79.7% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.7pp |
| Annual return | 5.65% | 1922.51%-1916.9pp | 1168.45%-1162.8pp | 372.94%-367.3pp |
| Employer contribution / active EE | $484 | $3,032-84.0% | $2,380-79.7% | $4,751-89.8% |
| Participant deferral / active EE | $3,503 | $4,676-25.1% | $3,985-12.1% | $6,710-47.8% |
| Admin fee / account holder | $62,917 | $8,657+626.8% | $6,852+818.3% | $11,403+451.8% |