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 | $23,832 | $175,202-86.4% | $149,673-84.1% | $139,434-82.9% |
| Participation rate | 45.8% | 83.4%-37.5pp | 78.8%-32.9pp | 80.3%-34.5pp |
| Annual return | 5.94% | 166.71%-160.8pp | 134.42%-128.5pp | 372.94%-367.0pp |
| Employer contribution / active EE | $817 | $5,474-85.1% | $4,818-83.1% | $4,751-82.8% |
| Participant deferral / active EE | $3,833 | $6,519-41.2% | $5,680-32.5% | $6,710-42.9% |
| Admin fee / account holder | $474 | $16,150-97.1% | $13,210-96.4% | $11,403-95.8% |