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 | $33,223 | $142,344-76.7% | $119,609-72.2% | $134,475-75.3% |
| Participation rate | 21.4% | 82.8%-61.4pp | 79.3%-57.8pp | 81.2%-59.8pp |
| Annual return | -22.02% | -12.44%-9.6pp | -14.97%-7.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,803 | $6,469-41.2% | $5,602-32.1% | $6,400-40.6% |
| Admin fee / account holder | $350 | $13,584-97.4% | $10,323-96.6% | $11,426-96.9% |