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 5-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 | $18,611 | $74,888-75.1% | $71,209-73.9% | $142,382-86.9% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.1%-34.7pp |
| Annual return | 4.87% | 345.14%-340.3pp | 282.51%-277.6pp | 217.08%-212.2pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,629 | $4,454-41.0% | $4,175-37.0% | $6,507-59.6% |
| Admin fee / account holder | $3,641 | $5,568-34.6% | $5,349-31.9% | $12,624-71.2% |