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 | $96,383 | $82,664+16.6% | $125,339-23.1% | $68,494+40.7% |
| Participation rate | 64.9% | 75.0%-10.2pp | 82.4%-17.5pp | 67.9%-3.0pp |
| Annual return | -23.95% | -5.97%-18.0pp | 572.05%-596.0pp | -7.84%-16.1pp |
| Employer contribution / active EE | $618 | $3,381-81.7% | $4,814-87.2% | $2,596-76.2% |
| Participant deferral / active EE | $5,975 | $6,110-2.2% | $7,446-19.8% | $4,027+48.4% |
| Admin fee / account holder | $845 | $6,275-86.5% | $10,010-91.6% | $5,403-84.4% |