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 4-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 | $9,519 | $60,892-84.4% | $82,389-88.4% | $84,808-88.8% |
| Participation rate | 31.4% | 63.3%-31.8pp | 69.5%-38.1pp | 68.3%-36.9pp |
| Annual return | -8.47% | 37.29%-45.8pp | 28.67%-37.1pp | 40.90%-49.4pp |
| Employer contribution / active EE | $134 | $1,779-92.4% | $2,517-94.7% | $2,631-94.9% |
| Participant deferral / active EE | $1,940 | $3,179-39.0% | $4,155-53.3% | $4,212-53.9% |
| Admin fee / account holder | $1,823 | $5,467-66.7% | $7,231-74.8% | $7,344-75.2% |