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 | $20,701 | $133,958-84.5% | $112,228-81.6% | $134,475-84.6% |
| Participation rate | 15.4% | 78.6%-63.2pp | 75.1%-59.7pp | 81.2%-65.8pp |
| Annual return | -25.30% | 47.11%-72.4pp | 27.45%-52.7pp | 417.96%-443.3pp |
| Employer contribution / active EE | $388 | $4,038-90.4% | $3,635-89.3% | $4,740-91.8% |
| Participant deferral / active EE | $3,311 | $5,291-37.4% | $4,728-30.0% | $6,400-48.3% |
| Admin fee / account holder | $5,433 | $7,489-27.4% | $6,410-15.2% | $11,426-52.4% |