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 | $60,136 | $81,900-26.6% | $119,609-49.7% | $68,494-12.2% |
| Participation rate | 67.4% | 71.9%-4.5pp | 79.3%-11.9pp | 67.9%-0.5pp |
| Annual return | -18.85% | -23.82%+5.0pp | -14.97%-3.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $263 | $2,693-90.2% | $4,232-93.8% | $2,596-89.9% |
| Participant deferral / active EE | $3,581 | $4,148-13.7% | $5,602-36.1% | $4,027-11.1% |
| Admin fee / account holder | $2,994 | $6,582-54.5% | $10,323-71.0% | $5,403-44.6% |