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 | $50,500 | $50,464+0.1% | $75,781-33.4% | $52,331-3.5% |
| Participation rate | 55.1% | 66.8%-11.6pp | 75.8%-20.7pp | 68.1%-13.0pp |
| Annual return | -4.00% | 1.03%-5.0pp | 9.68%-13.7pp | 4.54%-8.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,566 | $2,570-39.1% | $3,651-57.1% | $3,022-48.2% |
| Admin fee / account holder | $2,117 | $1,103+92.0% | $5,299-60.0% | $592+257.9% |