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 | $180,980 | $82,664+118.9% | $125,339+44.4% | $68,494+164.2% |
| Participation rate | 67.2% | 75.0%-7.9pp | 82.4%-15.2pp | 67.9%-0.7pp |
| Annual return | -20.87% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $4 | $3,381-99.9% | $4,814-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $13,189 | $6,110+115.8% | $7,446+77.1% | $4,027+227.5% |
| Admin fee / account holder | $11,911 | $6,275+89.8% | $10,010+19.0% | $5,403+120.5% |