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 7-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 | $11,037 | $109,327-89.9% | $89,391-87.7% | $158,922-93.1% |
| Participation rate | 22.7% | 74.3%-51.5pp | 68.0%-45.3pp | 82.0%-59.2pp |
| Annual return | 3.05% | 345.68%-342.6pp | 245.62%-242.6pp | 302.83%-299.8pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,146 | $4,598-75.1% | $3,890-70.6% | $5,982-80.9% |
| Admin fee / account holder | $5,955 | $6,153-3.2% | $4,881+22.0% | $11,246-47.1% |