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 | $126,332 | $59,805+111.2% | $79,550+58.8% | $68,494+84.4% |
| Participation rate | 40.6% | 61.1%-20.4pp | 69.5%-28.9pp | 67.9%-27.3pp |
| Annual return | -22.46% | -12.30%-10.2pp | 0.16%-22.6pp | -7.84%-14.6pp |
| Employer contribution / active EE | $264 | $1,505-82.4% | $2,413-89.1% | $2,596-89.8% |
| Participant deferral / active EE | $3,224 | $3,024+6.6% | $3,985-19.1% | $4,027-19.9% |
| Admin fee / account holder | $5,675 | $4,835+17.4% | $6,832-16.9% | $5,403+5.0% |