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 | $30,787 | $52,681-41.6% | $75,781-59.4% | $59,632-48.4% |
| Participation rate | 46.4% | 67.2%-20.8pp | 75.8%-29.4pp | 68.7%-22.2pp |
| Annual return | -5.66% | 2.95%-8.6pp | 9.68%-15.3pp | 2041.28%-2046.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,248 | $2,591-51.8% | $3,651-65.8% | $3,192-60.9% |
| Admin fee / account holder | $2,524 | $3,610-30.1% | $5,299-52.4% | $4,297-41.3% |