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 | $21,897 | $109,817-80.1% | $98,442-77.8% | $167,490-86.9% |
| Participation rate | 38.5% | 75.8%-37.4pp | 73.3%-34.9pp | 82.1%-43.6pp |
| Annual return | 9.02% | 1956.69%-1947.7pp | 1492.73%-1483.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,373 | $4,673-70.6% | $4,276-67.9% | $6,341-78.4% |
| Admin fee / account holder | $9,696 | $6,753+43.6% | $5,949+63.0% | $12,309-21.2% |