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 7-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 | $29,916 | $45,863-34.8% | $77,024-61.2% | $68,494-56.3% |
| Participation rate | 18.1% | 55.9%-37.8pp | 67.9%-49.8pp | 67.9%-49.8pp |
| Annual return | -28.03% | 1.72%-29.8pp | 42.32%-70.3pp | -7.84%-20.2pp |
| Employer contribution / active EE | $210 | $1,650-87.3% | $2,812-92.5% | $2,596-91.9% |
| Participant deferral / active EE | $1,218 | $2,962-58.9% | $4,426-72.5% | $4,027-69.8% |
| Admin fee / account holder | $4,109 | $3,041+35.1% | $5,425-24.3% | $5,403-23.9% |