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 | $54,082 | $71,883-24.8% | $86,677-37.6% | $68,494-21.0% |
| Participation rate | 38.5% | 72.2%-33.8pp | 76.6%-38.1pp | 67.9%-29.4pp |
| Annual return | -21.10% | 3.52%-24.6pp | 35.91%-57.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $537 | $2,173-75.3% | $2,836-81.1% | $2,596-79.3% |
| Participant deferral / active EE | $1,751 | $3,779-53.7% | $4,656-62.4% | $4,027-56.5% |
| Admin fee / account holder | $1,824 | $6,112-70.2% | $7,493-75.7% | $5,403-66.2% |