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 | $16,356 | $85,202-80.8% | $172,739-90.5% | $72,985-77.6% |
| Participation rate | 53.7% | 70.1%-16.4pp | 82.6%-28.9pp | 69.5%-15.8pp |
| Annual return | 1.17% | 27.32%-26.1pp | 802.84%-801.7pp | 81.00%-79.8pp |
| Employer contribution / active EE | $224 | $3,324-93.3% | $5,143-95.6% | $2,440-90.8% |
| Participant deferral / active EE | $1,336 | $3,260-59.0% | $5,198-74.3% | $3,607-63.0% |
| Admin fee / account holder | $327 | $5,884-94.4% | $13,954-97.7% | $5,124-93.6% |