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 | $33,725 | $52,406-35.6% | $129,207-73.9% | $74,495-54.7% |
| Participation rate | 41.7% | 53.8%-12.1pp | 69.6%-27.9pp | 67.2%-25.5pp |
| Annual return | 8.07% | 15.66%-7.6pp | 9417.33%-9409.3pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $345 | $1,531-77.5% | $4,153-91.7% | $2,623-86.9% |
| Participant deferral / active EE | $1,082 | $2,794-61.3% | $4,168-74.0% | $4,346-75.1% |
| Admin fee / account holder | $535 | $2,633-79.7% | $7,715-93.1% | $1,942-72.5% |