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 | $43,701 | $64,707-32.5% | $112,228-61.1% | $68,494-36.2% |
| Participation rate | 69.6% | 67.2%+2.4pp | 75.1%-5.5pp | 67.9%+1.7pp |
| Annual return | -21.90% | -11.40%-10.5pp | 27.45%-49.3pp | -7.84%-14.1pp |
| Employer contribution / active EE | $434 | $2,746-84.2% | $3,635-88.0% | $2,596-83.3% |
| Participant deferral / active EE | $3,514 | $3,565-1.4% | $4,728-25.7% | $4,027-12.7% |
| Admin fee / account holder | $664 | $5,232-87.3% | $6,410-89.6% | $5,403-87.7% |