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 | $24,401 | $52,467-53.5% | $57,179-57.3% | $55,167-55.8% |
| Participation rate | 57.8% | 75.8%-18.0pp | 75.3%-17.5pp | 69.0%-11.1pp |
| Annual return | 0.95% | 7.72%-6.8pp | 14.59%-13.6pp | 169.23%-168.3pp |
| Employer contribution / active EE | $403 | $2,477-83.7% | $2,682-85.0% | $1,963-79.5% |
| Participant deferral / active EE | $1,761 | $2,830-37.8% | $3,096-43.1% | $3,054-42.3% |
| Admin fee / account holder | $658 | $269+144.7% | $3,139-79.0% | $504+30.6% |