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 | $116,498 | $65,435+78.0% | $86,677+34.4% | $66,914+74.1% |
| Participation rate | 31.7% | 75.5%-43.7pp | 76.6%-44.8pp | 69.8%-38.1pp |
| Annual return | -19.63% | -10.89%-8.7pp | 35.91%-55.5pp | 1.58%-21.2pp |
| Employer contribution / active EE | $584 | $2,153-72.9% | $2,836-79.4% | $2,544-77.0% |
| Participant deferral / active EE | $3,028 | $4,100-26.2% | $4,656-35.0% | $4,237-28.5% |
| Admin fee / account holder | $5,325 | $642+730.1% | $7,493-28.9% | $593+797.6% |