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 | $16,376 | $158,398-89.7% | $126,539-87.1% | $142,382-88.5% |
| Participation rate | 35.7% | 75.8%-40.1pp | 69.8%-34.1pp | 80.1%-44.4pp |
| Annual return | 4.77% | 593.76%-589.0pp | 425.95%-421.2pp | 217.08%-212.3pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,747 | $4,767-21.4% | $4,083-8.2% | $6,507-42.4% |
| Admin fee / account holder | $26,740 | $6,918+286.5% | $6,065+340.9% | $12,624+111.8% |