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 | $24,742 | $82,664-70.1% | $125,339-80.3% | $68,494-63.9% |
| Participation rate | 68.8% | 75.0%-6.3pp | 82.4%-13.6pp | 67.9%+0.9pp |
| Annual return | -23.26% | -5.97%-17.3pp | 572.05%-595.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $625 | $3,381-81.5% | $4,814-87.0% | $2,596-75.9% |
| Participant deferral / active EE | $5,540 | $6,110-9.3% | $7,446-25.6% | $4,027+37.6% |
| Admin fee / account holder | $1,407 | $6,275-77.6% | $10,010-85.9% | $5,403-74.0% |