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 10-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 | $18,936 | $39,019-51.5% | $80,716-76.5% | $85,850-77.9% |
| Participation rate | 26.9% | 41.5%-14.6pp | 54.2%-27.2pp | 69.3%-42.4pp |
| Annual return | 2.68% | 26.27%-23.6pp | 87.28%-84.6pp | 318.53%-315.9pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,144 | $1,326-13.7% | $2,146-46.7% | $3,952-71.1% |
| Admin fee / account holder | $6,014 | $2,431+147.4% | $3,380+77.9% | $6,260-3.9% |