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 | $94,940 | $112,096-15.3% | $95,952-1.1% | $158,922-40.3% |
| Participation rate | 46.7% | 79.0%-32.3pp | 77.1%-30.4pp | 82.0%-35.3pp |
| Annual return | -4.28% | 171.09%-175.4pp | 91.61%-95.9pp | 302.83%-307.1pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,502 | $4,784-47.7% | $4,167-40.0% | $5,982-58.2% |
| Admin fee / account holder | $2,075 | $10,130-79.5% | $6,795-69.5% | $11,246-81.5% |