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 | $47,725 | $51,175-6.7% | $70,515-32.3% | $75,163-36.5% |
| Participation rate | 14.3% | 60.9%-46.7pp | 68.3%-54.1pp | 67.2%-52.9pp |
| Annual return | 3.91% | 30.02%-26.1pp | 32.77%-28.9pp | 160.62%-156.7pp |
| Employer contribution / active EE | $205 | $1,826-88.8% | $2,973-93.1% | $2,670-92.3% |
| Participant deferral / active EE | $929 | $2,849-67.4% | $4,567-79.7% | $4,125-77.5% |
| Admin fee / account holder | $49,486 | $4,091+1109.7% | $6,412+671.8% | $5,651+775.7% |