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 | $179,992 | $82,664+117.7% | $125,339+43.6% | $68,494+162.8% |
| Participation rate | 34.4% | 75.0%-40.7pp | 82.4%-48.0pp | 67.9%-33.5pp |
| Annual return | -25.10% | -5.97%-19.1pp | 572.05%-597.1pp | -7.84%-17.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,841 | $6,110+12.0% | $7,446-8.1% | $4,027+69.9% |
| Admin fee / account holder | $924 | $6,275-85.3% | $10,010-90.8% | $5,403-82.9% |