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 | $18,409 | $83,902-78.1% | $167,512-89.0% | $84,808-78.3% |
| Participation rate | 60.7% | 66.5%-5.8pp | 77.1%-16.3pp | 68.3%-7.6pp |
| Annual return | 4.77% | 91.55%-86.8pp | 1615.79%-1611.0pp | 40.90%-36.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,562 | $4,442-42.3% | $6,405-60.0% | $4,212-39.2% |
| Admin fee / account holder | $2,768 | $7,915-65.0% | $9,769-71.7% | $7,344-62.3% |