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 | $113,101 | $93,024+21.6% | $77,024+46.8% | $134,475-15.9% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -21.83% | 62.60%-84.4pp | 42.32%-64.1pp | 417.96%-439.8pp |
| Employer contribution / active EE | $155 | $3,418-95.5% | $2,812-94.5% | $4,740-96.7% |
| Participant deferral / active EE | $1,394 | $5,238-73.4% | $4,426-68.5% | $6,400-78.2% |
| Admin fee / account holder | $3,346 | $6,944-51.8% | $5,425-38.3% | $11,426-70.7% |