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 10-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 | $20,873 | $34,308-39.2% | $74,701-72.1% | $72,985-71.4% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 8.81% | 26.58%-17.8pp | 752.92%-744.1pp | 81.00%-72.2pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,208 | $1,271-5.0% | $1,964-38.5% | $3,607-66.5% |
| Admin fee / account holder | $1,411 | $2,124-33.6% | $3,333-57.7% | $5,124-72.5% |