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 | $16,374 | $95,416-82.8% | $185,823-91.2% | $85,850-80.9% |
| Participation rate | 48.6% | 68.8%-20.1pp | 81.7%-33.1pp | 69.3%-20.7pp |
| Annual return | 9.42% | 23.59%-14.2pp | 122.05%-112.6pp | 318.53%-309.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,287 | $3,423-33.2% | $5,568-58.9% | $3,952-42.1% |
| Admin fee / account holder | $519 | $7,213-92.8% | $16,237-96.8% | $6,260-91.7% |