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 | $28,013 | $61,660-54.6% | $80,019-65.0% | $64,186-56.4% |
| Participation rate | 55.8% | 71.7%-15.9pp | 75.8%-20.0pp | 69.6%-13.8pp |
| Annual return | -8.65% | -0.33%-8.3pp | 11.22%-19.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $209 | $1,810-88.5% | $2,468-91.5% | $2,381-91.2% |
| Participant deferral / active EE | $1,338 | $2,968-54.9% | $3,686-63.7% | $3,470-61.4% |
| Admin fee / account holder | $1,272 | $5,417-76.5% | $6,521-80.5% | $4,888-74.0% |