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 | $178,427 | $81,900+117.9% | $119,609+49.2% | $68,494+160.5% |
| Participation rate | 40.0% | 71.9%-31.9pp | 79.3%-39.3pp | 67.9%-27.9pp |
| Annual return | -24.19% | -23.82%-0.4pp | -14.97%-9.2pp | -7.84%-16.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,365 | $4,148-18.9% | $5,602-39.9% | $4,027-16.5% |
| Admin fee / account holder | $9,843 | $6,582+49.6% | $10,323-4.7% | $5,403+82.2% |