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 5-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 | $12,181 | $54,705-77.7% | $71,209-82.9% | $84,808-85.6% |
| Participation rate | 11.5% | 64.1%-52.5pp | 73.8%-62.2pp | 68.3%-56.8pp |
| Annual return | 1.59% | 35.90%-34.3pp | 282.51%-280.9pp | 40.90%-39.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $626 | $3,030-79.3% | $4,175-85.0% | $4,212-85.1% |
| Admin fee / account holder | $1,833 | $4,863-62.3% | $5,349-65.7% | $7,344-75.0% |