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 | $10,448 | $54,350-80.8% | $82,719-87.4% | $68,494-84.7% |
| Participation rate | 32.6% | 63.9%-31.4pp | 72.6%-40.0pp | 67.9%-35.3pp |
| Annual return | -20.59% | -13.67%-6.9pp | 701.18%-721.8pp | -7.84%-12.7pp |
| Employer contribution / active EE | $69 | $2,218-96.9% | $3,009-97.7% | $2,596-97.3% |
| Participant deferral / active EE | $1,498 | $3,246-53.8% | $4,395-65.9% | $4,027-62.8% |
| Admin fee / account holder | $1,017 | $4,395-76.9% | $5,329-80.9% | $5,403-81.2% |