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 | $62,980 | $85,202-26.1% | $172,739-63.5% | $72,985-13.7% |
| Participation rate | 29.4% | 70.1%-40.7pp | 82.6%-53.2pp | 69.5%-40.1pp |
| Annual return | 4.27% | 27.32%-23.1pp | 802.84%-798.6pp | 81.00%-76.7pp |
| Employer contribution / active EE | $379 | $3,324-88.6% | $5,143-92.6% | $2,440-84.5% |
| Participant deferral / active EE | $2,670 | $3,260-18.1% | $5,198-48.6% | $3,607-26.0% |
| Admin fee / account holder | $1,062 | $5,884-81.9% | $13,954-92.4% | $5,124-79.3% |