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 | $23,951 | $46,553-48.6% | $64,056-62.6% | $75,163-68.1% |
| Participation rate | 60.6% | 65.9%-5.3pp | 72.3%-11.7pp | 67.2%-6.6pp |
| Annual return | 8.73% | 26.03%-17.3pp | 33.69%-25.0pp | 160.62%-151.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,325 | $2,837-18.0% | $3,880-40.1% | $4,125-43.6% |
| Admin fee / account holder | $14,182 | $2,952+380.4% | $3,068+362.2% | $5,651+151.0% |