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 | $16,016 | $54,705-70.7% | $71,209-77.5% | $84,808-81.1% |
| Participation rate | 48.1% | 64.1%-15.9pp | 73.8%-25.6pp | 68.3%-20.2pp |
| Annual return | 8.35% | 35.90%-27.5pp | 282.51%-274.2pp | 40.90%-32.5pp |
| Employer contribution / active EE | $230 | $2,158-89.3% | $2,721-91.5% | $2,631-91.2% |
| Participant deferral / active EE | $1,309 | $3,030-56.8% | $4,175-68.7% | $4,212-68.9% |
| Admin fee / account holder | $9,802 | $4,863+101.5% | $5,349+83.3% | $7,344+33.5% |