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 | $104,997 | $88,594+18.5% | $70,092+49.8% | $134,475-21.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -23.95% | 442.67%-466.6pp | 190.73%-214.7pp | 417.96%-441.9pp |
| Employer contribution / active EE | $313 | $3,233-90.3% | $2,559-87.8% | $4,740-93.4% |
| Participant deferral / active EE | $6,283 | $4,772+31.7% | $3,849+63.2% | $6,400-1.8% |
| Admin fee / account holder | $679 | $10,441-93.5% | $6,267-89.2% | $11,426-94.1% |