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 | $74,632 | $138,044-45.9% | $125,339-40.5% | $134,475-44.5% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-13.9pp | 81.2%-12.8pp |
| Annual return | -21.10% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $643 | $5,243-87.7% | $4,814-86.7% | $4,740-86.4% |
| Participant deferral / active EE | $5,349 | $7,799-31.4% | $7,446-28.2% | $6,400-16.4% |
| Admin fee / account holder | $2,697 | $11,571-76.7% | $10,010-73.1% | $11,426-76.4% |