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 | $149,428 | $81,900+82.5% | $119,609+24.9% | $68,494+118.2% |
| Participation rate | 25.0% | 71.9%-46.9pp | 79.3%-54.3pp | 67.9%-42.9pp |
| Annual return | -23.22% | -23.82%+0.6pp | -14.97%-8.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $260 | $2,693-90.4% | $4,232-93.9% | $2,596-90.0% |
| Participant deferral / active EE | $2,471 | $4,148-40.4% | $5,602-55.9% | $4,027-38.6% |
| Admin fee / account holder | $819 | $6,582-87.6% | $10,323-92.1% | $5,403-84.8% |