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 3-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 | $12,044 | $56,053-78.5% | $75,972-84.1% | $80,856-85.1% |
| Participation rate | 6.5% | 62.0%-55.6pp | 69.1%-62.6pp | 67.6%-61.2pp |
| Annual return | 0.71% | 20.53%-19.8pp | 359.55%-358.8pp | 35.59%-34.9pp |
| Employer contribution / active EE | $134 | $1,874-92.8% | $2,685-95.0% | $2,755-95.1% |
| Participant deferral / active EE | $1,300 | $3,052-57.4% | $4,255-69.4% | $4,296-69.7% |
| Admin fee / account holder | $9,063 | $5,234+73.2% | $6,467+40.1% | $6,918+31.0% |