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 | $68,254 | $177,572-61.6% | $154,803-55.9% | $142,382-52.1% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | -14.57% | 65.07%-79.6pp | 58.88%-73.4pp | 217.08%-231.6pp |
| Employer contribution / active EE | $648 | $4,810-86.5% | $4,305-84.9% | $4,299-84.9% |
| Participant deferral / active EE | $7,756 | $6,272+23.7% | $5,540+40.0% | $6,507+19.2% |
| Admin fee / account holder | $15,688 | $16,786-6.5% | $14,329+9.5% | $12,624+24.3% |