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 10-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 | $13,753 | $60,022-77.1% | $88,946-84.5% | $84,808-83.8% |
| Participation rate | 48.8% | 57.8%-9.1pp | 68.8%-20.1pp | 68.3%-19.5pp |
| Annual return | 10.68% | 22.43%-11.8pp | 57.82%-47.1pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,358 | $3,114-56.4% | $4,581-70.4% | $4,212-67.8% |
| Admin fee / account holder | $14,083 | $4,811+192.7% | $8,261+70.5% | $7,344+91.8% |