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 6-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 | $14,471 | $65,061-77.8% | $143,757-89.9% | $66,914-78.4% |
| Participation rate | 25.0% | 65.2%-40.2pp | 80.3%-55.3pp | 69.8%-44.8pp |
| Annual return | -20.44% | -11.14%-9.3pp | -0.04%-20.4pp | 1.58%-22.0pp |
| Employer contribution / active EE | $358 | $2,361-84.9% | $4,951-92.8% | $2,544-85.9% |
| Participant deferral / active EE | $966 | $2,919-66.9% | $5,637-82.9% | $4,237-77.2% |
| Admin fee / account holder | $1,915 | $502+281.4% | $14,673-87.0% | $593+222.7% |