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 9-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 | $89,145 | $100,754-11.5% | $86,677+2.8% | $134,475-33.7% |
| Participation rate | 11.1% | 78.9%-67.8pp | 76.6%-65.5pp | 81.2%-70.1pp |
| Annual return | -25.28% | 29.04%-54.3pp | 35.91%-61.2pp | 417.96%-443.2pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,278 | $5,338-57.3% | $4,656-51.1% | $6,400-64.4% |
| Admin fee / account holder | $352 | $10,926-96.8% | $7,493-95.3% | $11,426-96.9% |