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 4-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 | $3,160 | $81,625-96.1% | $58,482-94.6% | $139,434-97.7% |
| Participation rate | 54.5% | 61.3%-6.8pp | 50.9%+3.7pp | 80.3%-25.8pp |
| Annual return | -39.52% | 7404.20%-7443.7pp | 4239.32%-4278.8pp | 372.94%-412.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $239 | $2,557-90.6% | $1,924-87.6% | $6,710-96.4% |
| Admin fee / account holder | $2,489 | $3,265-23.8% | $2,516-1.1% | $11,403-78.2% |