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 | $79,000 | $56,484+39.9% | $169,463-53.4% | $64,186+23.1% |
| Participation rate | 53.1% | 64.5%-11.5pp | 77.8%-24.7pp | 69.6%-16.5pp |
| Annual return | -8.49% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $150 | $1,832-91.8% | $4,159-96.4% | $2,381-93.7% |
| Participant deferral / active EE | $3,104 | $3,448-10.0% | $5,277-41.2% | $3,470-10.5% |
| Admin fee / account holder | $2,482 | $4,174-40.5% | $9,109-72.8% | $4,888-49.2% |