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 5-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 | $40,483 | $169,032-76.0% | $129,207-68.7% | $145,922-72.3% |
| Participation rate | 15.8% | 76.4%-60.7pp | 69.6%-53.8pp | 80.3%-64.5pp |
| Annual return | 5.03% | 14330.11%-14325.1pp | 9417.33%-9412.3pp | 561.29%-556.3pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $965 | $4,987-80.6% | $4,168-76.8% | $6,688-85.6% |
| Admin fee / account holder | $1,979 | $9,954-80.1% | $7,715-74.3% | $13,397-85.2% |