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 4-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 | $10,033 | $29,660-66.2% | $56,411-82.2% | $80,856-87.6% |
| Participation rate | 28.6% | 41.6%-13.1pp | 52.5%-23.9pp | 67.6%-39.1pp |
| Annual return | 4.40% | 35.23%-30.8pp | 1701.33%-1696.9pp | 35.59%-31.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $995 | $1,226-18.8% | $1,952-49.0% | $4,296-76.8% |
| Admin fee / account holder | $1,034 | $2,428-57.4% | $2,829-63.4% | $6,918-85.0% |