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 | $61,254 | $63,346-3.3% | $92,233-33.6% | $70,131-12.7% |
| Participation rate | 57.6% | 68.7%-11.0pp | 76.5%-18.8pp | 69.5%-11.9pp |
| Annual return | -11.98% | 530.12%-542.1pp | 176.28%-188.3pp | 73.14%-85.1pp |
| Employer contribution / active EE | $486 | $2,471-80.3% | $3,679-86.8% | $2,342-79.2% |
| Participant deferral / active EE | $2,746 | $2,854-3.8% | $3,897-29.5% | $3,332-17.6% |
| Admin fee / account holder | $7,127 | $3,840+85.6% | $5,194+37.2% | $4,645+53.4% |