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 | $51,192 | $73,867-30.7% | $143,757-64.4% | $68,494-25.3% |
| Participation rate | 59.1% | 66.7%-7.6pp | 80.3%-21.2pp | 67.9%-8.8pp |
| Annual return | -25.76% | 1.01%-26.8pp | -0.04%-25.7pp | -7.84%-17.9pp |
| Employer contribution / active EE | $295 | $3,184-90.7% | $4,951-94.0% | $2,596-88.6% |
| Participant deferral / active EE | $1,427 | $3,384-57.8% | $5,637-74.7% | $4,027-64.6% |
| Admin fee / account holder | $1,422 | $5,755-75.3% | $14,673-90.3% | $5,403-73.7% |