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 | $42,560 | $64,707-34.2% | $112,228-62.1% | $68,494-37.9% |
| Participation rate | 47.5% | 67.2%-19.7pp | 75.1%-27.6pp | 67.9%-20.4pp |
| Annual return | -19.63% | -11.40%-8.2pp | 27.45%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $679 | $2,746-75.3% | $3,635-81.3% | $2,596-73.8% |
| Participant deferral / active EE | $2,075 | $3,565-41.8% | $4,728-56.1% | $4,027-48.5% |
| Admin fee / account holder | $4,338 | $5,232-17.1% | $6,410-32.3% | $5,403-19.7% |