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 | $24,318 | $80,717-69.9% | $154,803-84.3% | $84,808-71.3% |
| Participation rate | 19.4% | 66.8%-47.5pp | 78.1%-58.7pp | 68.3%-49.0pp |
| Annual return | 5.36% | 37.96%-32.6pp | 58.88%-53.5pp | 40.90%-35.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,753 | $3,303-46.9% | $5,540-68.4% | $4,212-58.4% |
| Admin fee / account holder | $12,577 | $6,746+86.4% | $14,329-12.2% | $7,344+71.3% |