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 | $13,808 | $69,518-80.1% | $59,878-76.9% | $135,375-89.8% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.7%-39.0pp | 82.6%-46.9pp |
| Annual return | -9.18% | 7.94%-17.1pp | 3.46%-12.6pp | 519.73%-528.9pp |
| Employer contribution / active EE | $328 | $3,235-89.9% | $2,722-88.0% | $4,779-93.1% |
| Participant deferral / active EE | $1,782 | $4,206-57.6% | $3,402-47.6% | $5,609-68.2% |
| Admin fee / account holder | $750 | $5,734-86.9% | $3,590-79.1% | $10,827-93.1% |