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 | $13,887 | $105,126-86.8% | $94,646-85.3% | $139,434-90.0% |
| Participation rate | 63.6% | 82.4%-18.7pp | 80.8%-17.2pp | 80.3%-16.7pp |
| Annual return | 6.43% | 38.03%-31.6pp | 156.71%-150.3pp | 372.94%-366.5pp |
| Employer contribution / active EE | $400 | $4,106-90.3% | $3,672-89.1% | $4,751-91.6% |
| Participant deferral / active EE | $7,367 | $7,599-3.1% | $7,418-0.7% | $6,710+9.8% |
| Admin fee / account holder | $26,205 | $8,984+191.7% | $7,231+262.4% | $11,403+129.8% |