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 10-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 | $41,108 | $110,094-62.7% | $151,611-72.9% | $68,494-40.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 87.5%-87.5pp | 67.9%-67.9pp |
| Annual return | -21.81% | -10.12%-11.7pp | 3.33%-25.1pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,189 | $4,471-73.4% | $6,166-80.7% | $2,596-54.2% |
| Participant deferral / active EE | $4,541 | $6,527-30.4% | $8,363-45.7% | $4,027+12.8% |
| Admin fee / account holder | $7,069 | $7,719-8.4% | $11,616-39.1% | $5,403+30.8% |