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 4-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 | $2,951 | $30,400-90.3% | $53,898-94.5% | $84,808-96.5% |
| Participation rate | 43.7% | 46.4%-2.8pp | 55.0%-11.3pp | 68.3%-24.6pp |
| Annual return | 2.04% | 500.19%-498.2pp | 528.60%-526.6pp | 40.90%-38.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $508 | $1,199-57.6% | $1,826-72.2% | $4,212-87.9% |
| Admin fee / account holder | $2,096 | $1,993+5.2% | $2,491-15.8% | $7,344-71.5% |