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 | $144,913 | $64,707+124.0% | $112,228+29.1% | $68,494+111.6% |
| Participation rate | 37.9% | 67.2%-29.3pp | 75.1%-37.2pp | 67.9%-30.0pp |
| Annual return | -22.60% | -11.40%-11.2pp | 27.45%-50.0pp | -7.84%-14.8pp |
| Employer contribution / active EE | $379 | $2,746-86.2% | $3,635-89.6% | $2,596-85.4% |
| Participant deferral / active EE | $1,905 | $3,565-46.5% | $4,728-59.7% | $4,027-52.7% |
| Admin fee / account holder | $7,431 | $5,232+42.0% | $6,410+15.9% | $5,403+37.5% |