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 | $53,690 | $50,199+7.0% | $70,092-23.4% | $66,914-19.8% |
| Participation rate | 29.0% | 66.3%-37.4pp | 70.5%-41.5pp | 69.8%-40.8pp |
| Annual return | -18.24% | -13.85%-4.4pp | 190.73%-209.0pp | 1.58%-19.8pp |
| Employer contribution / active EE | $561 | $1,864-69.9% | $2,559-78.1% | $2,544-78.0% |
| Participant deferral / active EE | $1,682 | $3,112-46.0% | $3,849-56.3% | $4,237-60.3% |
| Admin fee / account holder | $2,904 | $600+384.2% | $6,267-53.7% | $593+389.5% |