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 | $130,457 | $73,004+78.7% | $90,749+43.8% | $68,494+90.5% |
| Participation rate | 53.5% | 70.8%-17.3pp | 75.7%-22.2pp | 67.9%-14.4pp |
| Annual return | -19.21% | -13.81%-5.4pp | -12.16%-7.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,237 | $3,627-38.3% | $4,564-51.0% | $4,027-44.4% |
| Admin fee / account holder | $6,347 | $5,896+7.7% | $8,445-24.8% | $5,403+17.5% |