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 | $34,718 | $95,862-63.8% | $79,550-56.4% | $134,475-74.2% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -21.99% | -2.69%-19.3pp | 0.16%-22.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $507 | $3,128-83.8% | $2,413-79.0% | $4,740-89.3% |
| Participant deferral / active EE | $2,708 | $4,693-42.3% | $3,985-32.0% | $6,400-57.7% |
| Admin fee / account holder | $6,069 | $9,126-33.5% | $6,832-11.2% | $11,426-46.9% |