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 | $53,728 | $54,705-1.8% | $71,209-24.5% | $84,808-36.6% |
| Participation rate | 23.4% | 64.1%-40.7pp | 73.8%-50.4pp | 68.3%-44.9pp |
| Annual return | 12.56% | 35.90%-23.3pp | 282.51%-270.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $586 | $3,030-80.7% | $4,175-86.0% | $4,212-86.1% |
| Admin fee / account holder | $890 | $4,863-81.7% | $5,349-83.4% | $7,344-87.9% |