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 | $139,056 | $100,754+38.0% | $86,677+60.4% | $134,475+3.4% |
| Participation rate | 68.2% | 78.9%-10.7pp | 76.6%-8.4pp | 81.2%-13.0pp |
| Annual return | -23.41% | 29.04%-52.4pp | 35.91%-59.3pp | 417.96%-441.4pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,379 | $5,338-18.0% | $4,656-5.9% | $6,400-31.6% |
| Admin fee / account holder | $28,194 | $10,926+158.0% | $7,493+276.3% | $11,426+146.8% |