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 | $39,775 | $64,707-38.5% | $112,228-64.6% | $68,494-41.9% |
| Participation rate | 60.5% | 67.2%-6.6pp | 75.1%-14.5pp | 67.9%-7.4pp |
| Annual return | -19.58% | -11.40%-8.2pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $605 | $2,746-78.0% | $3,635-83.4% | $2,596-76.7% |
| Participant deferral / active EE | $3,369 | $3,565-5.5% | $4,728-28.7% | $4,027-16.3% |
| Admin fee / account holder | $3,823 | $5,232-26.9% | $6,410-40.4% | $5,403-29.2% |