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 | $154,548 | $46,674+231.1% | $117,472+31.6% | $68,494+125.6% |
| Participation rate | 13.8% | 56.8%-43.0pp | 70.6%-56.8pp | 67.9%-54.1pp |
| Annual return | -28.01% | -14.52%-13.5pp | 29.74%-57.7pp | -7.84%-20.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,064 | $2,636-59.6% | $4,070-73.9% | $4,027-73.6% |
| Admin fee / account holder | $1,053 | $4,020-73.8% | $5,645-81.4% | $5,403-80.5% |