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 | $81,401 | $82,664-1.5% | $125,339-35.1% | $68,494+18.8% |
| Participation rate | 68.6% | 75.0%-6.5pp | 82.4%-13.8pp | 67.9%+0.7pp |
| Annual return | -20.25% | -5.97%-14.3pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $352 | $3,381-89.6% | $4,814-92.7% | $2,596-86.4% |
| Participant deferral / active EE | $3,048 | $6,110-50.1% | $7,446-59.1% | $4,027-24.3% |
| Admin fee / account holder | $5,240 | $6,275-16.5% | $10,010-47.6% | $5,403-3.0% |