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 | $57,496 | $131,829-56.4% | $108,579-47.0% | $273,961-79.0% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | -1.19% | -91.57%+90.4pp | -51.70%+50.5pp | 41.45%-42.6pp |
| Employer contribution / active EE | $93 | $4,912-98.1% | $3,758-97.5% | $4,869-98.1% |
| Participant deferral / active EE | $2,195 | $5,127-57.2% | $4,311-49.1% | $5,287-58.5% |
| Admin fee / account holder | $56,167 | $10,252+447.9% | $7,645+634.7% | $10,132+454.4% |