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 | $20,256 | $107,934-81.2% | $91,989-78.0% | $152,861-86.7% |
| Participation rate | 38.5% | 81.2%-42.7pp | 78.6%-40.2pp | 82.4%-44.0pp |
| Annual return | -9.28% | 89.24%-98.5pp | 69.02%-78.3pp | 345.32%-354.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,572 | $6,364-28.2% | $5,923-22.8% | $5,850-21.8% |
| Admin fee / account holder | $3,320 | $10,520-68.4% | $7,743-57.1% | $11,596-71.4% |