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 | $35,627 | $52,406-32.0% | $129,207-72.4% | $74,495-52.2% |
| Participation rate | 52.4% | 53.8%-1.4pp | 69.6%-17.2pp | 67.2%-14.8pp |
| Annual return | 10.16% | 15.66%-5.5pp | 9417.33%-9407.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $313 | $1,531-79.6% | $4,153-92.5% | $2,623-88.1% |
| Participant deferral / active EE | $1,029 | $2,794-63.2% | $4,168-75.3% | $4,346-76.3% |
| Admin fee / account holder | $3,607 | $2,633+37.0% | $7,715-53.2% | $1,942+85.8% |