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 3-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 | $65,806 | $65,561+0.4% | $86,188-23.6% | $75,163-12.4% |
| Participation rate | 31.9% | 60.5%-28.6pp | 69.0%-37.1pp | 67.2%-35.3pp |
| Annual return | -24.35% | 46.05%-70.4pp | 1168.45%-1192.8pp | 160.62%-185.0pp |
| Employer contribution / active EE | $304 | $1,553-80.4% | $2,380-87.2% | $2,670-88.6% |
| Participant deferral / active EE | $1,753 | $3,024-42.0% | $3,985-56.0% | $4,125-57.5% |
| Admin fee / account holder | $4,173 | $5,474-23.8% | $6,852-39.1% | $5,651-26.1% |