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 | $26,611 | $29,660-10.3% | $56,411-52.8% | $80,856-67.1% |
| Participation rate | 8.0% | 41.6%-33.6pp | 52.5%-44.5pp | 67.6%-59.6pp |
| Annual return | 9.30% | 35.23%-25.9pp | 1701.33%-1692.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $29 | $669-95.7% | $1,039-97.3% | $2,755-99.0% |
| Participant deferral / active EE | $266 | $1,226-78.3% | $1,952-86.4% | $4,296-93.8% |
| Admin fee / account holder | $8,389 | $2,428+245.6% | $2,829+196.5% | $6,918+21.3% |