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 | $72,769 | $71,883+1.2% | $86,677-16.0% | $68,494+6.2% |
| Participation rate | 44.1% | 72.2%-28.2pp | 76.6%-32.5pp | 67.9%-23.8pp |
| Annual return | -19.96% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $292 | $2,173-86.6% | $2,836-89.7% | $2,596-88.8% |
| Participant deferral / active EE | $2,700 | $3,779-28.6% | $4,656-42.0% | $4,027-33.0% |
| Admin fee / account holder | $9,452 | $6,112+54.6% | $7,493+26.1% | $5,403+74.9% |