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 | $32,744 | $61,774-47.0% | $97,226-66.3% | $80,856-59.5% |
| Participation rate | 23.1% | 63.5%-40.4pp | 72.7%-49.6pp | 67.6%-44.6pp |
| Annual return | 3.50% | -557.90%+561.4pp | 75.13%-71.6pp | 35.59%-32.1pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,127 | $3,029-62.8% | $4,264-73.6% | $4,296-73.8% |
| Admin fee / account holder | $742 | $5,166-85.6% | $5,654-86.9% | $6,918-89.3% |