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 | $33,721 | $56,897-40.7% | $84,750-60.2% | $62,891-46.4% |
| Participation rate | 63.6% | 68.5%-4.9pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | -7.65% | 6.30%-14.0pp | 22.78%-30.4pp | 20.14%-27.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,924 | $2,709+7.9% | $3,712-21.2% | $3,203-8.7% |
| Admin fee / account holder | $4,498 | $3,581+25.6% | $5,332-15.6% | $4,296+4.7% |