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 | $91,895 | $59,805+53.7% | $79,550+15.5% | $68,494+34.2% |
| Participation rate | 45.0% | 61.1%-16.1pp | 69.5%-24.5pp | 67.9%-22.9pp |
| Annual return | -24.51% | -12.30%-12.2pp | 0.16%-24.7pp | -7.84%-16.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,987 | $3,024-34.3% | $3,985-50.1% | $4,027-50.6% |
| Admin fee / account holder | $1,476 | $4,835-69.5% | $6,832-78.4% | $5,403-72.7% |