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 | $41,026 | $73,004-43.8% | $90,749-54.8% | $68,494-40.1% |
| Participation rate | 34.5% | 70.8%-36.3pp | 75.7%-41.2pp | 67.9%-33.4pp |
| Annual return | -19.45% | -13.81%-5.6pp | -12.16%-7.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $93 | $2,193-95.8% | $2,921-96.8% | $2,596-96.4% |
| Participant deferral / active EE | $1,766 | $3,627-51.3% | $4,564-61.3% | $4,027-56.1% |
| Admin fee / account holder | $577 | $5,896-90.2% | $8,445-93.2% | $5,403-89.3% |