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 | $58,275 | $96,956-39.9% | $70,014-16.8% | $273,961-78.7% |
| Participation rate | 38.9% | 77.1%-38.2pp | 71.8%-32.9pp | 83.0%-44.1pp |
| Annual return | -0.81% | 12.93%-13.7pp | 12.99%-13.8pp | 41.45%-42.3pp |
| Employer contribution / active EE | $139 | $3,316-95.8% | $2,338-94.1% | $4,869-97.1% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $34,915 | $7,934+340.1% | $4,380+697.1% | $10,132+244.6% |