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 | $11,870 | $30,588-61.2% | $53,898-78.0% | $85,563-86.1% |
| Participation rate | 6.7% | 26.3%-19.6pp | 55.0%-48.2pp | 66.0%-59.3pp |
| Annual return | 11.34% | 50.42%-39.1pp | 528.60%-517.3pp | 31.51%-20.2pp |
| Employer contribution / active EE | $0 | $436-99.9% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $213 | $848-74.9% | $1,826-88.3% | $4,375-95.1% |
| Admin fee / account holder | $6,884 | $1,879+266.4% | $2,491+176.4% | $834+725.3% |