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 | $5,142 | $54,705-90.6% | $71,209-92.8% | $84,808-93.9% |
| Participation rate | 44.4% | 64.1%-19.6pp | 73.8%-29.3pp | 68.3%-23.9pp |
| Annual return | 2.34% | 35.90%-33.6pp | 282.51%-280.2pp | 40.90%-38.6pp |
| Employer contribution / active EE | $156 | $2,158-92.8% | $2,721-94.3% | $2,631-94.1% |
| Participant deferral / active EE | $654 | $3,030-78.4% | $4,175-84.3% | $4,212-84.5% |
| Admin fee / account holder | $489 | $4,863-90.0% | $5,349-90.9% | $7,344-93.3% |