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 | $16,388 | $43,327-62.2% | $59,878-72.6% | $64,186-74.5% |
| Participation rate | 56.7% | 69.2%-12.5pp | 74.7%-18.0pp | 69.6%-12.9pp |
| Annual return | -7.89% | -1.55%-6.3pp | 3.46%-11.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $239 | $2,028-88.2% | $2,722-91.2% | $2,381-89.9% |
| Participant deferral / active EE | $1,446 | $2,546-43.2% | $3,402-57.5% | $3,470-58.3% |
| Admin fee / account holder | $825 | $3,005-72.6% | $3,590-77.0% | $4,888-83.1% |