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 | $14,857 | $54,705-72.8% | $71,209-79.1% | $84,808-82.5% |
| Participation rate | 30.6% | 64.1%-33.5pp | 73.8%-43.2pp | 68.3%-37.8pp |
| Annual return | 12.90% | 35.90%-23.0pp | 282.51%-269.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $45 | $2,158-97.9% | $2,721-98.3% | $2,631-98.3% |
| Participant deferral / active EE | $826 | $3,030-72.7% | $4,175-80.2% | $4,212-80.4% |
| Admin fee / account holder | $1,715 | $4,863-64.7% | $5,349-67.9% | $7,344-76.7% |