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 8-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 | $26,577 | $69,010-61.5% | $159,960-83.4% | $68,494-61.2% |
| Participation rate | 41.5% | 65.4%-23.9pp | 78.0%-36.4pp | 67.9%-26.3pp |
| Annual return | -29.28% | -9.65%-19.6pp | 408.60%-437.9pp | -7.84%-21.4pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,048 | $4,212-27.6% | $6,182-50.7% | $4,027-24.3% |
| Admin fee / account holder | $371 | $4,798-92.3% | $8,698-95.7% | $5,403-93.1% |