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 | $37,994 | $62,586-39.3% | $76,768-50.5% | $64,186-40.8% |
| Participation rate | 46.9% | 72.8%-25.9pp | 77.0%-30.1pp | 69.6%-22.7pp |
| Annual return | -10.46% | -1.95%-8.5pp | 2.43%-12.9pp | 7.63%-18.1pp |
| Employer contribution / active EE | $325 | $1,832-82.3% | $2,485-86.9% | $2,381-86.3% |
| Participant deferral / active EE | $1,784 | $3,145-43.3% | $3,852-53.7% | $3,470-48.6% |
| Admin fee / account holder | $1,164 | $4,667-75.1% | $6,675-82.6% | $4,888-76.2% |