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 | $37,023 | $71,883-48.5% | $86,677-57.3% | $68,494-45.9% |
| Participation rate | 51.4% | 72.2%-20.9pp | 76.6%-25.2pp | 67.9%-16.5pp |
| Annual return | -23.09% | 3.52%-26.6pp | 35.91%-59.0pp | -7.84%-15.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,757 | $3,779-0.6% | $4,656-19.3% | $4,027-6.7% |
| Admin fee / account holder | $1,684 | $6,112-72.4% | $7,493-77.5% | $5,403-68.8% |