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 9-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 | $24,959 | $73,867-66.2% | $143,757-82.6% | $68,494-63.6% |
| Participation rate | 36.9% | 66.7%-29.8pp | 80.3%-43.4pp | 67.9%-31.0pp |
| Annual return | -20.98% | 1.01%-22.0pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $387 | $3,184-87.8% | $4,951-92.2% | $2,596-85.1% |
| Participant deferral / active EE | $1,003 | $3,384-70.4% | $5,637-82.2% | $4,027-75.1% |
| Admin fee / account holder | $889 | $5,755-84.5% | $14,673-93.9% | $5,403-83.5% |