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 | $28,802 | $118,680-75.7% | $98,907-70.9% | $158,922-81.9% |
| Participation rate | 60.9% | 77.8%-17.0pp | 76.0%-15.2pp | 82.0%-21.1pp |
| Annual return | -11.63% | 372.35%-384.0pp | 196.43%-208.1pp | 302.83%-314.5pp |
| Employer contribution / active EE | $148 | $3,333-95.6% | $2,689-94.5% | $4,761-96.9% |
| Participant deferral / active EE | $1,557 | $5,088-69.4% | $4,244-63.3% | $5,982-74.0% |
| Admin fee / account holder | $758 | $10,131-92.5% | $6,642-88.6% | $11,246-93.3% |