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 9-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 | $128,729 | $107,334+19.9% | $92,893+38.6% | $152,861-15.8% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | -2.37% | 145.58%-148.0pp | 109.41%-111.8pp | 345.32%-347.7pp |
| Employer contribution / active EE | $397 | $4,221-90.6% | $3,653-89.1% | $4,762-91.7% |
| Participant deferral / active EE | $4,651 | $4,845-4.0% | $4,236+9.8% | $5,850-20.5% |
| Admin fee / account holder | $2,242 | $7,079-68.3% | $5,794-61.3% | $11,596-80.7% |