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 | $34,583 | $180,449-80.8% | $154,107-77.6% | $135,375-74.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -15.27% | 888.09%-903.4pp | 735.12%-750.4pp | 519.73%-535.0pp |
| Employer contribution / active EE | $480 | $6,035-92.0% | $5,298-90.9% | $4,779-89.9% |
| Participant deferral / active EE | $4,172 | $5,806-28.2% | $5,081-17.9% | $5,609-25.6% |
| Admin fee / account holder | $653 | $16,143-96.0% | $13,411-95.1% | $10,827-94.0% |