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 6-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 | $27,427 | $74,888-63.4% | $71,209-61.5% | $142,382-80.7% |
| Participation rate | 18.8% | 76.2%-57.5pp | 73.8%-55.0pp | 80.1%-61.4pp |
| Annual return | 3.10% | 345.14%-342.0pp | 282.51%-279.4pp | 217.08%-214.0pp |
| Employer contribution / active EE | $165 | $2,854-94.2% | $2,721-93.9% | $4,299-96.2% |
| Participant deferral / active EE | $903 | $4,454-79.7% | $4,175-78.4% | $6,507-86.1% |
| Admin fee / account holder | $34,734 | $5,568+523.8% | $5,349+549.4% | $12,624+175.1% |