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 | $13,990 | $48,265-71.0% | $68,791-79.7% | $68,494-79.6% |
| Participation rate | 29.3% | 60.7%-31.4pp | 69.0%-39.7pp | 67.9%-38.6pp |
| Annual return | -19.69% | -12.71%-7.0pp | -6.38%-13.3pp | -7.84%-11.9pp |
| Employer contribution / active EE | $158 | $1,829-91.3% | $2,655-94.0% | $2,596-93.9% |
| Participant deferral / active EE | $1,088 | $2,867-62.1% | $3,941-72.4% | $4,027-73.0% |
| Admin fee / account holder | $693 | $4,355-84.1% | $4,932-85.9% | $5,403-87.2% |