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 | $64,705 | $57,354+12.8% | $83,848-22.8% | $64,186+0.8% |
| Participation rate | 41.9% | 68.6%-26.7pp | 76.1%-34.3pp | 69.6%-27.7pp |
| Annual return | -10.10% | 11.38%-21.5pp | 850.88%-861.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $275 | $2,545-89.2% | $3,631-92.4% | $2,381-88.5% |
| Participant deferral / active EE | $2,121 | $2,993-29.2% | $4,082-48.0% | $3,470-38.9% |
| Admin fee / account holder | $4,583 | $4,046+13.3% | $5,478-16.3% | $4,888-6.2% |