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 5-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 | $18,495 | $58,208-68.2% | $81,812-77.4% | $80,856-77.1% |
| Participation rate | 17.5% | 63.4%-45.9pp | 72.3%-54.8pp | 67.6%-50.1pp |
| Annual return | -1.93% | 41.66%-43.6pp | 773.79%-775.7pp | 35.59%-37.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,099 | $3,281-66.5% | $4,319-74.6% | $4,296-74.4% |
| Admin fee / account holder | $3,520 | $4,981-29.3% | $7,386-52.3% | $6,918-49.1% |