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 8-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 | $61,954 | $33,067+87.4% | $76,523-19.0% | $56,287+10.1% |
| Participation rate | 14.3% | 55.4%-41.1pp | 68.0%-53.7pp | 69.9%-55.6pp |
| Annual return | -8.72% | 2.72%-11.4pp | -0.27%-8.5pp | -9.96%+1.2pp |
| Employer contribution / active EE | $154 | $1,200-87.1% | $2,647-94.2% | $2,111-92.7% |
| Participant deferral / active EE | $911 | $2,240-59.3% | $3,835-76.2% | $3,350-72.8% |
| Admin fee / account holder | $2,580 | $537+380.6% | $4,848-46.8% | $521+395.3% |