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 7-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 | $64,675 | $117,841-45.1% | $102,423-36.9% | $145,922-55.7% |
| Participation rate | 27.3% | 78.6%-51.3pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | -5.14% | 31.65%-36.8pp | 29.32%-34.5pp | 561.29%-566.4pp |
| Employer contribution / active EE | $637 | $3,615-82.4% | $3,023-78.9% | $4,660-86.3% |
| Participant deferral / active EE | $6,648 | $5,731+16.0% | $5,053+31.6% | $6,688-0.6% |
| Admin fee / account holder | $4,980 | $13,326-62.6% | $9,451-47.3% | $13,397-62.8% |