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 | $159,634 | $64,707+146.7% | $112,228+42.2% | $68,494+133.1% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -19.54% | -11.40%-8.1pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $520 | $2,746-81.1% | $3,635-85.7% | $2,596-80.0% |
| Participant deferral / active EE | $3,188 | $3,565-10.6% | $4,728-32.6% | $4,027-20.8% |
| Admin fee / account holder | $5,451 | $5,232+4.2% | $6,410-15.0% | $5,403+0.9% |