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 | $142,740 | $71,883+98.6% | $86,677+64.7% | $68,494+108.4% |
| Participation rate | 40.8% | 72.2%-31.4pp | 76.6%-35.7pp | 67.9%-27.0pp |
| Annual return | -22.12% | 3.52%-25.6pp | 35.91%-58.0pp | -7.84%-14.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,870 | $3,779+2.4% | $4,656-16.9% | $4,027-3.9% |
| Admin fee / account holder | $2,018 | $6,112-67.0% | $7,493-73.1% | $5,403-62.7% |