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 9-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 | $61,538 | $88,707-30.6% | $74,183-17.0% | $273,961-77.5% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | -4.24% | 11.94%-16.2pp | 17.74%-22.0pp | 41.45%-45.7pp |
| Employer contribution / active EE | $283 | $3,159-91.1% | $2,370-88.1% | $4,869-94.2% |
| Participant deferral / active EE | $3,930 | $4,212-6.7% | $3,550+10.7% | $5,287-25.7% |
| Admin fee / account holder | $1,572 | $8,717-82.0% | $5,586-71.9% | $10,132-84.5% |