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 | $72,766 | $64,707+12.5% | $112,228-35.2% | $68,494+6.2% |
| Participation rate | 53.6% | 67.2%-13.6pp | 75.1%-21.5pp | 67.9%-14.3pp |
| Annual return | -22.90% | -11.40%-11.5pp | 27.45%-50.4pp | -7.84%-15.1pp |
| Employer contribution / active EE | $501 | $2,746-81.8% | $3,635-86.2% | $2,596-80.7% |
| Participant deferral / active EE | $2,002 | $3,565-43.8% | $4,728-57.7% | $4,027-50.3% |
| Admin fee / account holder | $5,040 | $5,232-3.7% | $6,410-21.4% | $5,403-6.7% |