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 | $20,855 | $60,124-65.3% | $90,404-76.9% | $79,858-73.9% |
| Participation rate | 26.3% | 65.0%-38.7pp | 72.7%-46.4pp | 69.6%-43.3pp |
| Annual return | 6.93% | 71.94%-65.0pp | 1293.02%-1286.1pp | 31.71%-24.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $787 | $2,938-73.2% | $3,963-80.1% | $3,740-78.9% |
| Admin fee / account holder | $765 | $3,976-80.8% | $5,611-86.4% | $5,306-85.6% |