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 | $41,460 | $55,415-25.2% | $155,509-73.3% | $74,495-44.3% |
| Participation rate | 59.3% | 61.9%-2.6pp | 78.2%-18.9pp | 67.2%-7.9pp |
| Annual return | 10.17% | 268.50%-258.3pp | 64.67%-54.5pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,678 | $2,836-5.6% | $5,626-52.4% | $4,346-38.4% |
| Admin fee / account holder | $1,912 | $1,738+10.0% | $15,912-88.0% | $1,942-1.5% |