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 | $131,827 | $73,867+78.5% | $143,757-8.3% | $68,494+92.5% |
| Participation rate | 31.5% | 66.7%-35.2pp | 80.3%-48.8pp | 67.9%-36.4pp |
| Annual return | -22.23% | 1.01%-23.2pp | -0.04%-22.2pp | -7.84%-14.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,824 | $3,384-16.5% | $5,637-49.9% | $4,027-29.9% |
| Admin fee / account holder | $72,237 | $5,755+1155.3% | $14,673+392.3% | $5,403+1237.0% |