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 | $70,704 | $77,813-9.1% | $123,544-42.8% | $64,186+10.2% |
| Participation rate | 17.7% | 74.7%-57.0pp | 82.3%-64.6pp | 69.6%-51.9pp |
| Annual return | -10.01% | 12.48%-22.5pp | 119.20%-129.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $167 | $3,014-94.5% | $4,628-96.4% | $2,381-93.0% |
| Participant deferral / active EE | $2,764 | $5,240-47.3% | $6,426-57.0% | $3,470-20.3% |
| Admin fee / account holder | $13,271 | $5,519+140.5% | $9,284+42.9% | $4,888+171.5% |