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 3-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 | $14,764 | $117,983-87.5% | $101,794-85.5% | $142,382-89.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | -4.96% | 36.92%-41.9pp | 30.53%-35.5pp | 217.08%-222.0pp |
| Employer contribution / active EE | $467 | $2,773-83.2% | $2,289-79.6% | $4,299-89.1% |
| Participant deferral / active EE | $1,933 | $4,714-59.0% | $4,084-52.7% | $6,507-70.3% |
| Admin fee / account holder | $2,387 | $10,433-77.1% | $8,777-72.8% | $12,624-81.1% |