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 | $19,846 | $70,756-72.0% | $65,493-69.7% | $142,382-86.1% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | -5.72% | 1754.89%-1760.6pp | 982.45%-988.2pp | 217.08%-222.8pp |
| Employer contribution / active EE | $54 | $2,881-98.1% | $2,574-97.9% | $4,299-98.8% |
| Participant deferral / active EE | $1,158 | $4,637-75.0% | $3,961-70.8% | $6,507-82.2% |
| Admin fee / account holder | $3,115 | $6,559-52.5% | $5,028-38.1% | $12,624-75.3% |