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 | $113,272 | $80,968+39.9% | $96,544+17.3% | $75,163+50.7% |
| Participation rate | 44.2% | 71.8%-27.6pp | 76.0%-31.8pp | 67.2%-23.0pp |
| Annual return | -9.53% | 27.06%-36.6pp | 25.84%-35.4pp | 160.62%-170.1pp |
| Employer contribution / active EE | $548 | $2,282-76.0% | $2,965-81.5% | $2,670-79.5% |
| Participant deferral / active EE | $2,191 | $3,928-44.2% | $4,851-54.8% | $4,125-46.9% |
| Admin fee / account holder | $10,216 | $6,724+51.9% | $8,252+23.8% | $5,651+80.8% |