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 | $24,700 | $69,010-64.2% | $159,960-84.6% | $68,494-63.9% |
| Participation rate | 55.7% | 65.4%-9.7pp | 78.0%-22.2pp | 67.9%-12.2pp |
| Annual return | -20.31% | -9.65%-10.7pp | 408.60%-428.9pp | -7.84%-12.5pp |
| Employer contribution / active EE | $323 | $2,213-85.4% | $4,226-92.3% | $2,596-87.5% |
| Participant deferral / active EE | $2,946 | $4,212-30.1% | $6,182-52.4% | $4,027-26.9% |
| Admin fee / account holder | $1,613 | $4,798-66.4% | $8,698-81.5% | $5,403-70.1% |