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 10-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 | $20,940 | $82,664-74.7% | $125,339-83.3% | $68,494-69.4% |
| Participation rate | 61.4% | 75.0%-13.7pp | 82.4%-21.0pp | 67.9%-6.5pp |
| Annual return | -20.61% | -5.97%-14.6pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $262 | $3,381-92.3% | $4,814-94.6% | $2,596-89.9% |
| Participant deferral / active EE | $2,622 | $6,110-57.1% | $7,446-64.8% | $4,027-34.9% |
| Admin fee / account holder | $586 | $6,275-90.7% | $10,010-94.1% | $5,403-89.2% |