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 | $31,408 | $90,348-65.2% | $75,972-58.7% | $145,922-78.5% |
| Participation rate | 23.5% | 74.5%-50.9pp | 69.1%-45.5pp | 80.3%-56.7pp |
| Annual return | 7.77% | 620.88%-613.1pp | 359.55%-351.8pp | 561.29%-553.5pp |
| Employer contribution / active EE | $515 | $3,311-84.5% | $2,685-80.8% | $4,660-89.0% |
| Participant deferral / active EE | $1,500 | $5,162-70.9% | $4,255-64.7% | $6,688-77.6% |
| Admin fee / account holder | $450 | $8,467-94.7% | $6,467-93.0% | $13,397-96.6% |