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 | $108,183 | $138,065-21.6% | $123,544-12.4% | $135,375-20.1% |
| Participation rate | 14.3% | 84.7%-70.4pp | 82.3%-68.0pp | 82.6%-68.4pp |
| Annual return | -11.07% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $686 | $5,151-86.7% | $4,628-85.2% | $4,779-85.7% |
| Participant deferral / active EE | $2,643 | $6,799-61.1% | $6,426-58.9% | $5,609-52.9% |
| Admin fee / account holder | $388 | $10,916-96.4% | $9,284-95.8% | $10,827-96.4% |