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 | $26,272 | $72,492-63.8% | $87,100-69.8% | $72,985-64.0% |
| Participation rate | 51.3% | 72.8%-21.5pp | 76.9%-25.6pp | 69.5%-18.2pp |
| Annual return | -0.57% | 24.46%-25.0pp | 28.19%-28.8pp | 81.00%-81.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,036 | $3,270-37.7% | $4,049-49.7% | $3,607-43.6% |
| Admin fee / account holder | $6,794 | $5,055+34.4% | $7,497-9.4% | $5,124+32.6% |