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 | $12,986 | $84,695-84.7% | $73,843-82.4% | $125,391-89.6% |
| Participation rate | 14.3% | 76.8%-62.5pp | 73.4%-59.2pp | 83.2%-68.9pp |
| Annual return | -17.01% | 3123.53%-3140.5pp | 2267.84%-2284.8pp | 282.22%-299.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,136 | $3,992-71.6% | $3,583-68.3% | $5,352-78.8% |
| Admin fee / account holder | $674 | $5,691-88.2% | $4,880-86.2% | $9,540-92.9% |