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 | $96,887 | $71,883+34.8% | $86,677+11.8% | $68,494+41.5% |
| Participation rate | 59.7% | 72.2%-12.5pp | 76.6%-16.9pp | 67.9%-8.2pp |
| Annual return | -23.51% | 3.52%-27.0pp | 35.91%-59.4pp | -7.84%-15.7pp |
| Employer contribution / active EE | $436 | $2,173-79.9% | $2,836-84.6% | $2,596-83.2% |
| Participant deferral / active EE | $4,422 | $3,779+17.0% | $4,656-5.0% | $4,027+9.8% |
| Admin fee / account holder | $1,778 | $6,112-70.9% | $7,493-76.3% | $5,403-67.1% |