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 | $57,128 | $82,664-30.9% | $125,339-54.4% | $68,494-16.6% |
| Participation rate | 68.9% | 75.0%-6.1pp | 82.4%-13.5pp | 67.9%+1.0pp |
| Annual return | -21.20% | -5.97%-15.2pp | 572.05%-593.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $399 | $3,381-88.2% | $4,814-91.7% | $2,596-84.6% |
| Participant deferral / active EE | $3,210 | $6,110-47.5% | $7,446-56.9% | $4,027-20.3% |
| Admin fee / account holder | $377 | $6,275-94.0% | $10,010-96.2% | $5,403-93.0% |