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 | $55,151 | $81,460-32.3% | $103,333-46.6% | $80,856-31.8% |
| Participation rate | 56.1% | 66.8%-10.7pp | 74.5%-18.4pp | 67.6%-11.5pp |
| Annual return | -30.47% | 25.55%-56.0pp | 24.88%-55.3pp | 35.59%-66.1pp |
| Employer contribution / active EE | $671 | $3,105-78.4% | $3,868-82.7% | $2,755-75.6% |
| Participant deferral / active EE | $1,719 | $3,869-55.6% | $5,057-66.0% | $4,296-60.0% |
| Admin fee / account holder | $3,000 | $6,566-54.3% | $8,355-64.1% | $6,918-56.6% |