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 | $45,173 | $82,664-45.4% | $125,339-64.0% | $68,494-34.0% |
| Participation rate | 24.4% | 75.0%-50.6pp | 82.4%-57.9pp | 67.9%-43.4pp |
| Annual return | -20.40% | -5.97%-14.4pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,654 | $6,110-40.2% | $7,446-50.9% | $4,027-9.3% |
| Admin fee / account holder | $1,306 | $6,275-79.2% | $10,010-87.0% | $5,403-75.8% |