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 9-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 | $12,302 | $56,114-78.1% | $96,139-87.2% | $85,850-85.7% |
| Participation rate | 47.1% | 56.7%-9.7pp | 68.4%-21.4pp | 69.3%-22.3pp |
| Annual return | 6.99% | 42.30%-35.3pp | 191.94%-185.0pp | 318.53%-311.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,369 | $2,859-17.2% | $4,349-45.5% | $3,952-40.1% |
| Admin fee / account holder | $871 | $3,768-76.9% | $5,537-84.3% | $6,260-86.1% |