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 | $75,196 | $211,958-64.5% | $169,463-55.6% | $135,375-44.5% |
| Participation rate | 42.9% | 82.6%-39.8pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -17.10% | 3.26%-20.4pp | 1.83%-18.9pp | 519.73%-536.8pp |
| Employer contribution / active EE | $394 | $5,120-92.3% | $4,159-90.5% | $4,779-91.8% |
| Participant deferral / active EE | $2,016 | $6,075-66.8% | $5,277-61.8% | $5,609-64.1% |
| Admin fee / account holder | $1,251 | $11,471-89.1% | $9,109-86.3% | $10,827-88.4% |