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 | $71,291 | $59,805+19.2% | $79,550-10.4% | $68,494+4.1% |
| Participation rate | 15.0% | 61.1%-46.1pp | 69.5%-54.5pp | 67.9%-52.9pp |
| Annual return | -22.05% | -12.30%-9.7pp | 0.16%-22.2pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,738 | $3,024-42.5% | $3,985-56.4% | $4,027-56.8% |
| Admin fee / account holder | $482 | $4,835-90.0% | $6,832-92.9% | $5,403-91.1% |