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 9-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 | $116,218 | $71,883+61.7% | $86,677+34.1% | $68,494+69.7% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.6%-14.1pp | 67.9%-5.4pp |
| Annual return | -20.53% | 3.52%-24.1pp | 35.91%-56.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $364 | $2,173-83.2% | $2,836-87.2% | $2,596-86.0% |
| Participant deferral / active EE | $3,124 | $3,779-17.3% | $4,656-32.9% | $4,027-22.4% |
| Admin fee / account holder | $8,166 | $6,112+33.6% | $7,493+9.0% | $5,403+51.1% |