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 7-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 | $25,351 | $48,265-47.5% | $68,791-63.1% | $68,494-63.0% |
| Participation rate | 32.4% | 60.7%-28.3pp | 69.0%-36.7pp | 67.9%-35.5pp |
| Annual return | -20.44% | -12.71%-7.7pp | -6.38%-14.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $138 | $1,829-92.5% | $2,655-94.8% | $2,596-94.7% |
| Participant deferral / active EE | $1,185 | $2,867-58.7% | $3,941-69.9% | $4,027-70.6% |
| Admin fee / account holder | $2,757 | $4,355-36.7% | $4,932-44.1% | $5,403-49.0% |