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 | $103,409 | $77,899+32.7% | $149,673-30.9% | $75,163+37.6% |
| Participation rate | 16.1% | 65.6%-49.5pp | 78.8%-62.7pp | 67.2%-51.1pp |
| Annual return | -25.33% | 31.72%-57.0pp | 134.42%-159.7pp | 160.62%-185.9pp |
| Employer contribution / active EE | $63 | $3,137-98.0% | $4,818-98.7% | $2,670-97.6% |
| Participant deferral / active EE | $1,102 | $3,411-67.7% | $5,680-80.6% | $4,125-73.3% |
| Admin fee / account holder | $4,153 | $5,956-30.3% | $13,210-68.6% | $5,651-26.5% |