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 4-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 | $9,416 | $58,208-83.8% | $81,812-88.5% | $80,856-88.4% |
| Participation rate | 55.6% | 63.4%-7.9pp | 72.3%-16.8pp | 67.6%-12.1pp |
| Annual return | 10.42% | 41.66%-31.2pp | 773.79%-763.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,201 | $3,281-63.4% | $4,319-72.2% | $4,296-72.0% |
| Admin fee / account holder | $348 | $4,981-93.0% | $7,386-95.3% | $6,918-95.0% |