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 | $139,708 | $138,044+1.2% | $125,339+11.5% | $134,475+3.9% |
| Participation rate | 12.5% | 84.5%-72.0pp | 82.4%-69.9pp | 81.2%-68.7pp |
| Annual return | -22.94% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $503 | $5,243-90.4% | $4,814-89.6% | $4,740-89.4% |
| Participant deferral / active EE | $3,229 | $7,799-58.6% | $7,446-56.6% | $6,400-49.5% |
| Admin fee / account holder | $1,575 | $11,571-86.4% | $10,010-84.3% | $11,426-86.2% |