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 | $30,582 | $43,723-30.1% | $121,196-74.8% | $64,186-52.4% |
| Participation rate | 42.2% | 58.3%-16.2pp | 71.7%-29.6pp | 69.6%-27.4pp |
| Annual return | -8.61% | 68.91%-77.5pp | 16.93%-25.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,419 | $2,280-37.8% | $3,344-57.6% | $3,470-59.1% |
| Admin fee / account holder | $3,011 | $3,501-14.0% | $5,019-40.0% | $4,888-38.4% |