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 | $55,687 | $61,058-8.8% | $71,209-21.8% | $85,563-34.9% |
| Participation rate | 14.2% | 58.6%-44.4pp | 73.8%-59.6pp | 66.0%-51.8pp |
| Annual return | 12.01% | 100.41%-88.4pp | 282.51%-270.5pp | 31.51%-19.5pp |
| Employer contribution / active EE | $156 | $2,199-92.9% | $2,721-94.3% | $2,654-94.1% |
| Participant deferral / active EE | $875 | $3,173-72.4% | $4,175-79.0% | $4,375-80.0% |
| Admin fee / account holder | $4,237 | $855+395.7% | $5,349-20.8% | $834+407.9% |