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 | $45,621 | $93,571-51.2% | $135,903-66.4% | $75,163-39.3% |
| Participation rate | 16.0% | 75.2%-59.2pp | 81.9%-65.9pp | 67.2%-51.2pp |
| Annual return | 2.74% | 30.90%-28.2pp | 68.23%-65.5pp | 160.62%-157.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,636 | $6,404-43.2% | $7,758-53.1% | $4,125-11.8% |
| Admin fee / account holder | $9,521 | $6,975+36.5% | $10,762-11.5% | $5,651+68.5% |