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 6-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 | $25,027 | $50,199-50.1% | $70,092-64.3% | $66,914-62.6% |
| Participation rate | 32.5% | 66.3%-33.8pp | 70.5%-38.0pp | 69.8%-37.3pp |
| Annual return | -19.24% | -13.85%-5.4pp | 190.73%-210.0pp | 1.58%-20.8pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,683 | $3,112-45.9% | $3,849-56.3% | $4,237-60.3% |
| Admin fee / account holder | $3,643 | $600+507.4% | $6,267-41.9% | $593+514.0% |