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 | $70,564 | $91,538-22.9% | $129,995-45.7% | $75,163-6.1% |
| Participation rate | 58.1% | 71.4%-13.3pp | 78.5%-20.3pp | 67.2%-9.1pp |
| Annual return | 11.69% | -631.11%+642.8pp | -137.18%+148.9pp | 160.62%-148.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,691 | $4,341-38.0% | $5,820-53.8% | $4,125-34.8% |
| Admin fee / account holder | $595 | $6,790-91.2% | $10,614-94.4% | $5,651-89.5% |