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 | $38,706 | $55,415-30.2% | $155,509-75.1% | $74,495-48.0% |
| Participation rate | 22.8% | 61.9%-39.1pp | 78.2%-55.3pp | 67.2%-44.4pp |
| Annual return | 8.88% | 268.50%-259.6pp | 64.67%-55.8pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $240 | $2,267-89.4% | $4,672-94.9% | $2,623-90.8% |
| Participant deferral / active EE | $954 | $2,836-66.4% | $5,626-83.0% | $4,346-78.1% |
| Admin fee / account holder | $1,391 | $1,738-20.0% | $15,912-91.3% | $1,942-28.3% |