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 8-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 | $18,056 | $62,573-71.1% | $85,682-78.9% | $85,850-79.0% |
| Participation rate | 32.0% | 61.1%-29.1pp | 69.9%-37.9pp | 69.3%-37.3pp |
| Annual return | 10.36% | 23.77%-13.4pp | 21.49%-11.1pp | 318.53%-308.2pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,582 | $2,802-43.6% | $3,923-59.7% | $3,952-60.0% |
| Admin fee / account holder | $18,779 | $4,640+304.7% | $6,873+173.2% | $6,260+200.0% |