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 | $39,977 | $52,279-23.5% | $89,391-55.3% | $79,858-49.9% |
| Participation rate | 13.3% | 57.5%-44.2pp | 68.0%-54.6pp | 69.6%-56.3pp |
| Annual return | 11.20% | 22.16%-11.0pp | 245.62%-234.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,174 | $2,740-57.2% | $3,890-69.8% | $3,740-68.6% |
| Admin fee / account holder | $32,811 | $3,356+877.6% | $4,881+572.2% | $5,306+518.4% |