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 | $13,515 | $49,280-72.6% | $67,313-79.9% | $64,186-78.9% |
| Participation rate | 23.3% | 60.8%-37.5pp | 69.1%-45.8pp | 69.6%-46.3pp |
| Annual return | -11.69% | -1.39%-10.3pp | -4.08%-7.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $258 | $1,668-84.6% | $2,566-90.0% | $2,381-89.2% |
| Participant deferral / active EE | $870 | $2,484-65.0% | $3,568-75.6% | $3,470-74.9% |
| Admin fee / account holder | $319 | $3,863-91.8% | $4,507-92.9% | $4,888-93.5% |