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 | $23,909 | $76,000-68.5% | $154,107-84.5% | $64,186-62.8% |
| Participation rate | 17.9% | 70.4%-52.6pp | 83.0%-65.2pp | 69.6%-51.7pp |
| Annual return | -11.07% | 30.32%-41.4pp | 735.12%-746.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $274 | $3,351-91.8% | $5,298-94.8% | $2,381-88.5% |
| Participant deferral / active EE | $1,309 | $3,175-58.8% | $5,081-74.2% | $3,470-62.3% |
| Admin fee / account holder | $384 | $5,596-93.1% | $13,411-97.1% | $4,888-92.1% |