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 | $18,165 | $61,272-70.4% | $149,673-87.9% | $71,457-74.6% |
| Participation rate | 57.0% | 62.5%-5.5pp | 78.8%-21.7pp | 67.9%-10.9pp |
| Annual return | 3.89% | 35.85%-32.0pp | 134.42%-130.5pp | 28.85%-25.0pp |
| Employer contribution / active EE | $301 | $2,378-87.3% | $4,818-93.7% | $2,588-88.4% |
| Participant deferral / active EE | $1,164 | $2,917-60.1% | $5,680-79.5% | $4,289-72.9% |
| Admin fee / account holder | $802 | $1,261-36.4% | $13,210-93.9% | $1,587-49.5% |