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 7-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 | $21,801 | $61,058-64.3% | $71,209-69.4% | $85,563-74.5% |
| Participation rate | 17.5% | 58.6%-41.0pp | 73.8%-56.2pp | 66.0%-48.4pp |
| Annual return | 11.59% | 100.41%-88.8pp | 282.51%-270.9pp | 31.51%-19.9pp |
| Employer contribution / active EE | $71 | $2,199-96.8% | $2,721-97.4% | $2,654-97.3% |
| Participant deferral / active EE | $748 | $3,173-76.4% | $4,175-82.1% | $4,375-82.9% |
| Admin fee / account holder | $3,765 | $855+340.5% | $5,349-29.6% | $834+351.3% |