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 | $35,794 | $76,000-52.9% | $154,107-76.8% | $64,186-44.2% |
| Participation rate | 9.1% | 70.4%-61.3pp | 83.0%-73.9pp | 69.6%-60.5pp |
| Annual return | -15.16% | 30.32%-45.5pp | 735.12%-750.3pp | 7.63%-22.8pp |
| Employer contribution / active EE | $144 | $3,351-95.7% | $5,298-97.3% | $2,381-94.0% |
| Participant deferral / active EE | $907 | $3,175-71.4% | $5,081-82.1% | $3,470-73.8% |
| Admin fee / account holder | $869 | $5,596-84.5% | $13,411-93.5% | $4,888-82.2% |