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 | $91,009 | $73,004+24.7% | $90,749+0.3% | $68,494+32.9% |
| Participation rate | 31.4% | 70.8%-39.4pp | 75.7%-44.3pp | 67.9%-36.5pp |
| Annual return | -23.52% | -13.81%-9.7pp | -12.16%-11.4pp | -7.84%-15.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,691 | $3,627-25.8% | $4,564-41.0% | $4,027-33.2% |
| Admin fee / account holder | $3,718 | $5,896-36.9% | $8,445-56.0% | $5,403-31.2% |