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 8-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 | $36,939 | $95,862-61.5% | $79,550-53.6% | $134,475-72.5% |
| Participation rate | 7.7% | 75.0%-67.3pp | 69.5%-61.8pp | 81.2%-73.5pp |
| Annual return | -20.92% | -2.69%-18.2pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $474 | $3,128-84.9% | $2,413-80.4% | $4,740-90.0% |
| Participant deferral / active EE | $1,168 | $4,693-75.1% | $3,985-70.7% | $6,400-81.7% |
| Admin fee / account holder | $323 | $9,126-96.5% | $6,832-95.3% | $11,426-97.2% |