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 | $61,162 | $52,519+16.5% | $155,790-60.7% | $59,632+2.6% |
| Participation rate | 46.2% | 61.7%-15.6pp | 76.1%-29.9pp | 68.7%-22.5pp |
| Annual return | -3.24% | 53.51%-56.8pp | 71.54%-74.8pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,799 | $3,084+23.2% | $4,797-20.8% | $3,192+19.0% |
| Admin fee / account holder | $2,142 | $3,540-39.5% | $7,478-71.3% | $4,297-50.1% |