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 | $72,463 | $65,435+10.7% | $86,677-16.4% | $66,914+8.3% |
| Participation rate | 64.2% | 75.5%-11.2pp | 76.6%-12.4pp | 69.8%-5.6pp |
| Annual return | -20.18% | -10.89%-9.3pp | 35.91%-56.1pp | 1.58%-21.8pp |
| Employer contribution / active EE | $554 | $2,153-74.3% | $2,836-80.5% | $2,544-78.2% |
| Participant deferral / active EE | $3,644 | $4,100-11.1% | $4,656-21.7% | $4,237-14.0% |
| Admin fee / account holder | $5,422 | $642+745.2% | $7,493-27.6% | $593+814.0% |