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 9-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 | $32,231 | $49,922-35.4% | $80,569-60.0% | $75,163-57.1% |
| Participation rate | 10.9% | 55.3%-44.4pp | 67.0%-56.1pp | 67.2%-56.3pp |
| Annual return | 6.69% | 34.69%-28.0pp | 935.43%-928.7pp | 160.62%-153.9pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,305 | $2,990-56.4% | $4,447-70.7% | $4,125-68.4% |
| Admin fee / account holder | $3,741 | $3,577+4.6% | $5,377-30.4% | $5,651-33.8% |