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 9-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 | $22,988 | $57,354-59.9% | $83,848-72.6% | $64,186-64.2% |
| Participation rate | 45.5% | 68.6%-23.2pp | 76.1%-30.7pp | 69.6%-24.1pp |
| Annual return | -9.11% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $202 | $2,545-92.1% | $3,631-94.4% | $2,381-91.5% |
| Participant deferral / active EE | $1,457 | $2,993-51.3% | $4,082-64.3% | $3,470-58.0% |
| Admin fee / account holder | $1,104 | $4,046-72.7% | $5,478-79.9% | $4,888-77.4% |