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 | $51,661 | $68,346-24.4% | $94,646-45.4% | $75,163-31.3% |
| Participation rate | 40.7% | 76.1%-35.4pp | 80.8%-40.1pp | 67.2%-26.5pp |
| Annual return | 14.38% | 616.93%-602.6pp | 156.71%-142.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,585 | $6,537-45.2% | $7,418-51.7% | $4,125-13.1% |
| Admin fee / account holder | $9,495 | $5,326+78.3% | $7,231+31.3% | $5,651+68.0% |