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 | $11,333 | $73,867-84.7% | $143,757-92.1% | $68,494-83.5% |
| Participation rate | 34.4% | 66.7%-32.3pp | 80.3%-45.9pp | 67.9%-33.5pp |
| Annual return | -19.54% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $331 | $3,184-89.6% | $4,951-93.3% | $2,596-87.3% |
| Participant deferral / active EE | $1,465 | $3,384-56.7% | $5,637-74.0% | $4,027-63.6% |
| Admin fee / account holder | $784 | $5,755-86.4% | $14,673-94.7% | $5,403-85.5% |