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 | $16,622 | $97,757-83.0% | $83,848-80.2% | $135,375-87.7% |
| Participation rate | 18.2% | 80.0%-61.8pp | 76.1%-58.0pp | 82.6%-64.5pp |
| Annual return | -9.66% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $446 | $4,222-89.4% | $3,631-87.7% | $4,779-90.7% |
| Participant deferral / active EE | $1,580 | $4,682-66.3% | $4,082-61.3% | $5,609-71.8% |
| Admin fee / account holder | $6,359 | $6,674-4.7% | $5,478+16.1% | $10,827-41.3% |