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 | $90,171 | $95,862-5.9% | $79,550+13.4% | $134,475-32.9% |
| Participation rate | 17.6% | 75.0%-57.4pp | 69.5%-51.8pp | 81.2%-63.6pp |
| Annual return | -31.69% | -2.69%-29.0pp | 0.16%-31.8pp | 417.96%-449.6pp |
| Employer contribution / active EE | $502 | $3,128-84.0% | $2,413-79.2% | $4,740-89.4% |
| Participant deferral / active EE | $3,238 | $4,693-31.0% | $3,985-18.8% | $6,400-49.4% |
| Admin fee / account holder | $2,947 | $9,126-67.7% | $6,832-56.9% | $11,426-74.2% |