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 | $80,925 | $73,004+10.9% | $90,749-10.8% | $68,494+18.1% |
| Participation rate | 51.9% | 70.8%-19.0pp | 75.7%-23.8pp | 67.9%-16.0pp |
| Annual return | -20.18% | -13.81%-6.4pp | -12.16%-8.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $335 | $2,193-84.7% | $2,921-88.5% | $2,596-87.1% |
| Participant deferral / active EE | $3,352 | $3,627-7.6% | $4,564-26.6% | $4,027-16.8% |
| Admin fee / account holder | $1,295 | $5,896-78.0% | $8,445-84.7% | $5,403-76.0% |