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 9-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 | $44,831 | $142,344-68.5% | $119,609-62.5% | $134,475-66.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -21.46% | -12.44%-9.0pp | -14.97%-6.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,032 | $5,222-80.2% | $4,232-75.6% | $4,740-78.2% |
| Participant deferral / active EE | $2,942 | $6,469-54.5% | $5,602-47.5% | $6,400-54.0% |
| Admin fee / account holder | $1,916 | $13,584-85.9% | $10,323-81.4% | $11,426-83.2% |