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 | $57,965 | $79,633-27.2% | $93,789-38.2% | $68,494-15.4% |
| Participation rate | 28.1% | 75.4%-47.2pp | 81.0%-52.8pp | 67.9%-39.8pp |
| Annual return | -21.36% | -0.10%-21.3pp | -11.33%-10.0pp | -7.84%-13.5pp |
| Employer contribution / active EE | $719 | $3,665-80.4% | $4,323-83.4% | $2,596-72.3% |
| Participant deferral / active EE | $1,874 | $5,158-63.7% | $6,094-69.2% | $4,027-53.5% |
| Admin fee / account holder | $967 | $6,871-85.9% | $7,195-86.6% | $5,403-82.1% |