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 | $23,883 | $54,705-56.3% | $71,209-66.5% | $84,808-71.8% |
| Participation rate | 11.5% | 64.1%-52.6pp | 73.8%-62.3pp | 68.3%-56.8pp |
| Annual return | 11.77% | 35.90%-24.1pp | 282.51%-270.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $89 | $2,158-95.9% | $2,721-96.7% | $2,631-96.6% |
| Participant deferral / active EE | $758 | $3,030-75.0% | $4,175-81.8% | $4,212-82.0% |
| Admin fee / account holder | $6,423 | $4,863+32.1% | $5,349+20.1% | $7,344-12.5% |