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 | $33,861 | $93,373-63.7% | $152,466-77.8% | $85,850-60.6% |
| Participation rate | 24.1% | 70.1%-46.0pp | 78.2%-54.1pp | 69.3%-45.2pp |
| Annual return | 7.98% | 21.84%-13.9pp | 757.33%-749.4pp | 318.53%-310.6pp |
| Employer contribution / active EE | $286 | $2,996-90.5% | $4,327-93.4% | $2,565-88.9% |
| Participant deferral / active EE | $0 | $4,550-100.0% | $5,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,086 | $13,853-20.0% | $15,805-29.9% | $6,260+77.1% |