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 | $84,339 | $138,065-38.9% | $123,544-31.7% | $135,375-37.7% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -14.05% | 153.68%-167.7pp | 119.20%-133.2pp | 519.73%-533.8pp |
| Employer contribution / active EE | $287 | $5,151-94.4% | $4,628-93.8% | $4,779-94.0% |
| Participant deferral / active EE | $3,762 | $6,799-44.7% | $6,426-41.5% | $5,609-32.9% |
| Admin fee / account holder | $1,772 | $10,916-83.8% | $9,284-80.9% | $10,827-83.6% |