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 | $35,794 | $93,024-61.5% | $77,024-53.5% | $134,475-73.4% |
| Participation rate | 45.5% | 74.5%-29.0pp | 67.9%-22.5pp | 81.2%-35.8pp |
| Annual return | -31.88% | 62.60%-94.5pp | 42.32%-74.2pp | 417.96%-449.8pp |
| Employer contribution / active EE | $240 | $3,418-93.0% | $2,812-91.5% | $4,740-94.9% |
| Participant deferral / active EE | $1,179 | $5,238-77.5% | $4,426-73.4% | $6,400-81.6% |
| Admin fee / account holder | $2,396 | $6,944-65.5% | $5,425-55.8% | $11,426-79.0% |