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 | $46,367 | $55,415-16.3% | $155,509-70.2% | $74,495-37.8% |
| Participation rate | 43.7% | 61.9%-18.2pp | 78.2%-34.5pp | 67.2%-23.5pp |
| Annual return | 8.80% | 268.50%-259.7pp | 64.67%-55.9pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,832 | $2,836-35.4% | $5,626-67.4% | $4,346-57.9% |
| Admin fee / account holder | $11,281 | $1,738+549.0% | $15,912-29.1% | $1,942+481.0% |