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 8-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 | $38,116 | $138,044-72.4% | $125,339-69.6% | $134,475-71.7% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -22.59% | 750.33%-772.9pp | 572.05%-594.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $967 | $5,243-81.6% | $4,814-79.9% | $4,740-79.6% |
| Participant deferral / active EE | $4,094 | $7,799-47.5% | $7,446-45.0% | $6,400-36.0% |
| Admin fee / account holder | $1,379 | $11,571-88.1% | $10,010-86.2% | $11,426-87.9% |