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 6-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 | $15,219 | $69,010-77.9% | $159,960-90.5% | $68,494-77.8% |
| Participation rate | 53.2% | 65.4%-12.2pp | 78.0%-24.8pp | 67.9%-14.7pp |
| Annual return | -26.14% | -9.65%-16.5pp | 408.60%-434.7pp | -7.84%-18.3pp |
| Employer contribution / active EE | $297 | $2,213-86.6% | $4,226-93.0% | $2,596-88.6% |
| Participant deferral / active EE | $1,486 | $4,212-64.7% | $6,182-76.0% | $4,027-63.1% |
| Admin fee / account holder | $3,218 | $4,798-32.9% | $8,698-63.0% | $5,403-40.4% |