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 | $34,657 | $45,566-23.9% | $64,105-45.9% | $59,632-41.9% |
| Participation rate | 60.3% | 60.2%+0.1pp | 68.2%-7.9pp | 68.7%-8.4pp |
| Annual return | -20.90% | 4.95%-25.9pp | 791.24%-812.1pp | 2041.28%-2062.2pp |
| Employer contribution / active EE | $74 | $934-92.0% | $1,820-95.9% | $2,203-96.6% |
| Participant deferral / active EE | $1,156 | $2,057-43.8% | $2,822-59.0% | $3,192-63.8% |
| Admin fee / account holder | $851 | $3,268-73.9% | $4,499-81.1% | $4,297-80.2% |