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 | $41,779 | $82,664-49.5% | $125,339-66.7% | $68,494-39.0% |
| Participation rate | 50.9% | 75.0%-24.1pp | 82.4%-31.4pp | 67.9%-16.9pp |
| Annual return | -24.28% | -5.97%-18.3pp | 572.05%-596.3pp | -7.84%-16.4pp |
| Employer contribution / active EE | $574 | $3,381-83.0% | $4,814-88.1% | $2,596-77.9% |
| Participant deferral / active EE | $4,098 | $6,110-32.9% | $7,446-45.0% | $4,027+1.8% |
| Admin fee / account holder | $2,825 | $6,275-55.0% | $10,010-71.8% | $5,403-47.7% |