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 | $150,027 | $79,633+88.4% | $93,789+60.0% | $68,494+119.0% |
| Participation rate | 19.0% | 75.4%-56.3pp | 81.0%-61.9pp | 67.9%-48.8pp |
| Annual return | -23.27% | -0.10%-23.2pp | -11.33%-11.9pp | -7.84%-15.4pp |
| Employer contribution / active EE | $771 | $3,665-79.0% | $4,323-82.2% | $2,596-70.3% |
| Participant deferral / active EE | $2,138 | $5,158-58.6% | $6,094-64.9% | $4,027-46.9% |
| Admin fee / account holder | $3,996 | $6,871-41.9% | $7,195-44.5% | $5,403-26.0% |