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 10-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 | $39,830 | $95,416-58.3% | $185,823-78.6% | $85,850-53.6% |
| Participation rate | 15.2% | 68.8%-53.6pp | 81.7%-66.5pp | 69.3%-54.2pp |
| Annual return | 0.21% | 23.59%-23.4pp | 122.05%-121.8pp | 318.53%-318.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,048 | $3,423-69.4% | $5,568-81.2% | $3,952-73.5% |
| Admin fee / account holder | $728 | $7,213-89.9% | $16,237-95.5% | $6,260-88.4% |