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 | $30,156 | $64,707-53.4% | $112,228-73.1% | $68,494-56.0% |
| Participation rate | 30.3% | 67.2%-36.8pp | 75.1%-44.8pp | 67.9%-37.6pp |
| Annual return | -22.94% | -11.40%-11.5pp | 27.45%-50.4pp | -7.84%-15.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,168 | $3,565-39.2% | $4,728-54.2% | $4,027-46.2% |
| Admin fee / account holder | $675 | $5,232-87.1% | $6,410-89.5% | $5,403-87.5% |