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 | $88,630 | $82,664+7.2% | $125,339-29.3% | $68,494+29.4% |
| Participation rate | 32.6% | 75.0%-42.5pp | 82.4%-49.8pp | 67.9%-35.3pp |
| Annual return | -25.04% | -5.97%-19.1pp | 572.05%-597.1pp | -7.84%-17.2pp |
| Employer contribution / active EE | $39 | $3,381-98.8% | $4,814-99.2% | $2,596-98.5% |
| Participant deferral / active EE | $5,848 | $6,110-4.3% | $7,446-21.5% | $4,027+45.2% |
| Admin fee / account holder | $6,830 | $6,275+8.8% | $10,010-31.8% | $5,403+26.4% |