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 | $148,631 | $73,867+101.2% | $143,757+3.4% | $68,494+117.0% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.3pp | 67.9%+1.1pp |
| Annual return | -43.16% | 1.01%-44.2pp | -0.04%-43.1pp | -7.84%-35.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,917 | $3,384+15.7% | $5,637-30.5% | $4,027-2.7% |
| Admin fee / account holder | $3,258 | $5,755-43.4% | $14,673-77.8% | $5,403-39.7% |