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 | $33,473 | $105,860-68.4% | $90,749-63.1% | $134,475-75.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -22.32% | -11.01%-11.3pp | -12.16%-10.2pp | 417.96%-440.3pp |
| Employer contribution / active EE | $169 | $3,462-95.1% | $2,921-94.2% | $4,740-96.4% |
| Participant deferral / active EE | $1,441 | $5,216-72.4% | $4,564-68.4% | $6,400-77.5% |
| Admin fee / account holder | $1,440 | $13,938-89.7% | $8,445-82.9% | $11,426-87.4% |