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 | $26,764 | $73,867-63.8% | $143,757-81.4% | $68,494-60.9% |
| Participation rate | 19.0% | 66.7%-47.6pp | 80.3%-61.3pp | 67.9%-48.8pp |
| Annual return | -22.18% | 1.01%-23.2pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $367 | $3,184-88.5% | $4,951-92.6% | $2,596-85.9% |
| Participant deferral / active EE | $1,185 | $3,384-65.0% | $5,637-79.0% | $4,027-70.6% |
| Admin fee / account holder | $1,275 | $5,755-77.9% | $14,673-91.3% | $5,403-76.4% |