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 | $33,458 | $49,177-32.0% | $79,464-57.9% | $64,186-47.9% |
| Participation rate | 53.9% | 65.0%-11.1pp | 73.3%-19.4pp | 69.6%-15.6pp |
| Annual return | -10.80% | -1.16%-9.6pp | 718.14%-728.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $187 | $2,076-91.0% | $2,800-93.3% | $2,381-92.1% |
| Participant deferral / active EE | $1,952 | $2,821-30.8% | $3,704-47.3% | $3,470-43.7% |
| Admin fee / account holder | $971 | $3,839-74.7% | $5,113-81.0% | $4,888-80.1% |