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 6-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 | $22,171 | $69,515-68.1% | $86,874-74.5% | $85,850-74.2% |
| Participation rate | 20.5% | 66.3%-45.8pp | 71.6%-51.1pp | 69.3%-48.8pp |
| Annual return | 9.13% | 20.12%-11.0pp | 63.52%-54.4pp | 318.53%-309.4pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,284 | $2,919-56.0% | $3,699-65.3% | $3,952-67.5% |
| Admin fee / account holder | $643 | $5,972-89.2% | $5,828-89.0% | $6,260-89.7% |