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 | $76,366 | $112,881-32.3% | $90,951-16.0% | $158,922-51.9% |
| Participation rate | 20.8% | 74.7%-53.9pp | 69.0%-48.2pp | 82.0%-61.1pp |
| Annual return | -11.71% | 215.79%-227.5pp | 134.60%-146.3pp | 302.83%-314.5pp |
| Employer contribution / active EE | $99 | $2,893-96.6% | $2,122-95.4% | $4,761-97.9% |
| Participant deferral / active EE | $1,092 | $4,128-73.6% | $3,373-67.6% | $5,982-81.8% |
| Admin fee / account holder | $9,884 | $8,041+22.9% | $5,959+65.9% | $11,246-12.1% |