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 | $124,964 | $59,805+109.0% | $79,550+57.1% | $68,494+82.4% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.5%-30.2pp | 67.9%-28.6pp |
| Annual return | -24.78% | -12.30%-12.5pp | 0.16%-24.9pp | -7.84%-16.9pp |
| Employer contribution / active EE | $25 | $1,505-98.3% | $2,413-99.0% | $2,596-99.0% |
| Participant deferral / active EE | $2,274 | $3,024-24.8% | $3,985-42.9% | $4,027-43.5% |
| Admin fee / account holder | $6,159 | $4,835+27.4% | $6,832-9.9% | $5,403+14.0% |