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 7-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 | $73,584 | $129,942-43.4% | $104,294-29.4% | $134,475-45.3% |
| Participation rate | 10.5% | 79.5%-69.0pp | 73.3%-62.7pp | 81.2%-70.7pp |
| Annual return | -27.82% | 42.03%-69.9pp | 24.61%-52.4pp | 417.96%-445.8pp |
| Employer contribution / active EE | $180 | $4,184-95.7% | $3,372-94.7% | $4,740-96.2% |
| Participant deferral / active EE | $1,912 | $5,588-65.8% | $4,625-58.7% | $6,400-70.1% |
| Admin fee / account holder | $1,405 | $9,323-84.9% | $7,339-80.9% | $11,426-87.7% |