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 | $17,635 | $95,862-81.6% | $79,550-77.8% | $134,475-86.9% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -21.55% | -2.69%-18.9pp | 0.16%-21.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $517 | $3,128-83.5% | $2,413-78.6% | $4,740-89.1% |
| Participant deferral / active EE | $1,451 | $4,693-69.1% | $3,985-63.6% | $6,400-77.3% |
| Admin fee / account holder | $3,009 | $9,126-67.0% | $6,832-56.0% | $11,426-73.7% |