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 | $26,207 | $42,894-38.9% | $60,874-56.9% | $68,494-61.7% |
| Participation rate | 13.0% | 66.8%-53.8pp | 73.1%-60.1pp | 67.9%-54.9pp |
| Annual return | -19.10% | -13.98%-5.1pp | 16.90%-36.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,144 | $2,867-60.1% | $3,817-70.0% | $4,027-71.6% |
| Admin fee / account holder | $1,121 | $3,101-63.8% | $3,224-65.2% | $5,403-79.2% |