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 | $67,481 | $69,763-3.3% | $67,5020% | $74,495-9.4% |
| Participation rate | 18.2% | 71.4%-53.2pp | 72.9%-54.7pp | 67.2%-49.0pp |
| Annual return | 9.09% | -40.34%+49.4pp | 3512.12%-3503.0pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $389 | $2,704-85.6% | $2,731-85.8% | $2,623-85.2% |
| Participant deferral / active EE | $1,726 | $3,636-52.5% | $4,000-56.8% | $4,346-60.3% |
| Admin fee / account holder | $5,861 | $896+554.2% | $3,998+46.6% | $1,942+201.9% |