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 6-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 | $22,942 | $167,307-86.3% | $143,757-84.0% | $134,475-82.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -24.22% | 0.46%-24.7pp | -0.04%-24.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $706 | $5,619-87.4% | $4,951-85.7% | $4,740-85.1% |
| Participant deferral / active EE | $5,679 | $6,446-11.9% | $5,637+0.7% | $6,400-11.3% |
| Admin fee / account holder | $1,661 | $18,088-90.8% | $14,673-88.7% | $11,426-85.5% |