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 | $46,579 | $70,756-34.2% | $65,493-28.9% | $142,382-67.3% |
| Participation rate | 44.4% | 77.4%-32.9pp | 73.1%-28.6pp | 80.1%-35.7pp |
| Annual return | 7.58% | 1754.89%-1747.3pp | 982.45%-974.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,943 | $4,637-36.5% | $3,961-25.7% | $6,507-54.8% |
| Admin fee / account holder | $19,891 | $6,559+203.3% | $5,028+295.6% | $12,624+57.6% |