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 | $88,456 | $62,586+41.3% | $76,768+15.2% | $64,186+37.8% |
| Participation rate | 40.4% | 72.8%-32.4pp | 77.0%-36.5pp | 69.6%-29.1pp |
| Annual return | -7.75% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,785 | $3,145+84.0% | $3,852+50.2% | $3,470+66.7% |
| Admin fee / account holder | $5,264 | $4,667+12.8% | $6,675-21.1% | $4,888+7.7% |