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 | $184,303 | $129,942+41.8% | $104,294+76.7% | $134,475+37.1% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -22.75% | 42.03%-64.8pp | 24.61%-47.4pp | 417.96%-440.7pp |
| Employer contribution / active EE | $439 | $4,184-89.5% | $3,372-87.0% | $4,740-90.7% |
| Participant deferral / active EE | $5,664 | $5,588+1.4% | $4,625+22.5% | $6,400-11.5% |
| Admin fee / account holder | $1,019 | $9,323-89.1% | $7,339-86.1% | $11,426-91.1% |