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 | $13,210 | $73,867-82.1% | $143,757-90.8% | $68,494-80.7% |
| Participation rate | 13.3% | 66.7%-53.3pp | 80.3%-67.0pp | 67.9%-54.6pp |
| Annual return | -21.93% | 1.01%-22.9pp | -0.04%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $382 | $3,184-88.0% | $4,951-92.3% | $2,596-85.3% |
| Participant deferral / active EE | $947 | $3,384-72.0% | $5,637-83.2% | $4,027-76.5% |
| Admin fee / account holder | $1,513 | $5,755-73.7% | $14,673-89.7% | $5,403-72.0% |