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 | $53,703 | $56,484-4.9% | $169,463-68.3% | $64,186-16.3% |
| Participation rate | 38.8% | 64.5%-25.8pp | 77.8%-39.0pp | 69.6%-30.8pp |
| Annual return | -8.28% | -1.55%-6.7pp | 1.83%-10.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,370 | $3,448-31.3% | $5,277-55.1% | $3,470-31.7% |
| Admin fee / account holder | $606 | $4,174-85.5% | $9,109-93.4% | $4,888-87.6% |