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 | $99,259 | $129,942-23.6% | $104,294-4.8% | $134,475-26.2% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -21.53% | 42.03%-63.6pp | 24.61%-46.1pp | 417.96%-439.5pp |
| Employer contribution / active EE | $586 | $4,184-86.0% | $3,372-82.6% | $4,740-87.6% |
| Participant deferral / active EE | $1,745 | $5,588-68.8% | $4,625-62.3% | $6,400-72.7% |
| Admin fee / account holder | $784 | $9,323-91.6% | $7,339-89.3% | $11,426-93.1% |