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 | $35,997 | $72,404-50.3% | $110,238-67.3% | $64,186-43.9% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.3pp | 69.6%-8.0pp |
| Annual return | -8.52% | -6.29%-2.2pp | 314.74%-323.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $363 | $2,282-84.1% | $3,826-90.5% | $2,381-84.7% |
| Participant deferral / active EE | $1,770 | $3,469-49.0% | $4,672-62.1% | $3,470-49.0% |
| Admin fee / account holder | $1,413 | $5,664-75.1% | $8,547-83.5% | $4,888-71.1% |