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 | $51,899 | $57,281-9.4% | $86,612-40.1% | $75,163-31.0% |
| Participation rate | 28.1% | 63.2%-35.1pp | 71.7%-43.6pp | 67.2%-39.1pp |
| Annual return | 12.58% | 2670.75%-2658.2pp | 591.07%-578.5pp | 160.62%-148.0pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,699 | $3,318-48.8% | $4,438-61.7% | $4,125-58.8% |
| Admin fee / account holder | $16,652 | $4,112+305.0% | $5,614+196.6% | $5,651+194.7% |