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 | $18,753 | $27,839-32.6% | $58,482-67.9% | $71,457-73.8% |
| Participation rate | 15.9% | 34.5%-18.7pp | 50.9%-35.0pp | 67.9%-52.1pp |
| Annual return | 11.99% | 26.81%-14.8pp | 4239.32%-4227.3pp | 28.85%-16.9pp |
| Employer contribution / active EE | $89 | $631-85.9% | $1,053-91.6% | $2,588-96.6% |
| Participant deferral / active EE | $546 | $1,206-54.7% | $1,924-71.6% | $4,289-87.3% |
| Admin fee / account holder | $1,043 | $1,641-36.4% | $2,516-58.5% | $1,587-34.3% |