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 | $21,208 | $73,867-71.3% | $143,757-85.2% | $68,494-69.0% |
| Participation rate | 37.3% | 66.7%-29.3pp | 80.3%-43.0pp | 67.9%-30.6pp |
| Annual return | -28.77% | 1.01%-29.8pp | -0.04%-28.7pp | -7.84%-20.9pp |
| Employer contribution / active EE | $236 | $3,184-92.6% | $4,951-95.2% | $2,596-90.9% |
| Participant deferral / active EE | $944 | $3,384-72.1% | $5,637-83.3% | $4,027-76.6% |
| Admin fee / account holder | $7,240 | $5,755+25.8% | $14,673-50.7% | $5,403+34.0% |