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 8-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 | $45,797 | $65,409-30.0% | $98,442-53.5% | $85,850-46.7% |
| Participation rate | 16.1% | 65.0%-48.9pp | 73.3%-57.2pp | 69.3%-53.2pp |
| Annual return | 7.72% | 21.76%-14.0pp | 1492.73%-1485.0pp | 318.53%-310.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,402 | $3,166-55.7% | $4,276-67.2% | $3,952-64.5% |
| Admin fee / account holder | $33,659 | $4,593+632.9% | $5,949+465.8% | $6,260+437.7% |