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 7-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 | $9,124 | $48,265-81.1% | $68,791-86.7% | $68,494-86.7% |
| Participation rate | 16.5% | 60.7%-44.2pp | 69.0%-52.5pp | 67.9%-51.4pp |
| Annual return | -22.08% | -12.71%-9.4pp | -6.38%-15.7pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,217 | $2,867-57.5% | $3,941-69.1% | $4,027-69.8% |
| Admin fee / account holder | $1,515 | $4,355-65.2% | $4,932-69.3% | $5,403-72.0% |