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 | $97,378 | $59,805+62.8% | $79,550+22.4% | $68,494+42.2% |
| Participation rate | 69.8% | 61.1%+8.7pp | 69.5%+0.3pp | 67.9%+1.9pp |
| Annual return | -23.55% | -12.30%-11.2pp | 0.16%-23.7pp | -7.84%-15.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,344 | $3,024+76.7% | $3,985+34.1% | $4,027+32.7% |
| Admin fee / account holder | $388 | $4,835-92.0% | $6,832-94.3% | $5,403-92.8% |