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 | $54,415 | $115,770-53.0% | $101,248-46.3% | $158,922-65.8% |
| Participation rate | 27.3% | 79.4%-52.1pp | 75.8%-48.5pp | 82.0%-54.7pp |
| Annual return | 4.69% | 56.14%-51.4pp | 46.47%-41.8pp | 302.83%-298.1pp |
| Employer contribution / active EE | $534 | $4,175-87.2% | $3,660-85.4% | $4,761-88.8% |
| Participant deferral / active EE | $2,140 | $4,957-56.8% | $4,370-51.0% | $5,982-64.2% |
| Admin fee / account holder | $17,617 | $7,245+143.2% | $5,945+196.3% | $11,246+56.7% |