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 | $80,910 | $100,754-19.7% | $86,677-6.7% | $134,475-39.8% |
| Participation rate | 44.4% | 78.9%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -25.78% | 29.04%-54.8pp | 35.91%-61.7pp | 417.96%-443.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,735 | $5,338-48.8% | $4,656-41.3% | $6,400-57.3% |
| Admin fee / account holder | $2,251 | $10,926-79.4% | $7,493-70.0% | $11,426-80.3% |