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 | $19,073 | $115,708-83.5% | $65,255-70.8% | $139,434-86.3% |
| Participation rate | 22.7% | 67.8%-45.1pp | 65.0%-42.2pp | 80.3%-57.6pp |
| Annual return | 0.26% | 31.19%-30.9pp | 47.35%-47.1pp | 372.94%-372.7pp |
| Employer contribution / active EE | $32 | $2,599-98.8% | $1,691-98.1% | $4,751-99.3% |
| Participant deferral / active EE | $1,196 | $4,240-71.8% | $2,831-57.7% | $6,710-82.2% |
| Admin fee / account holder | $15,685 | $6,698+134.2% | $4,112+281.4% | $11,403+37.6% |