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 3-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 | $4,740 | $70,606-93.3% | $53,898-91.2% | $142,382-96.7% |
| Participation rate | 63.6% | 63.7%-0.1pp | 55.0%+8.7pp | 80.1%-16.5pp |
| Annual return | -16.09% | 619.81%-635.9pp | 528.60%-544.7pp | 217.08%-233.2pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,065 | $2,364-54.9% | $1,826-41.7% | $6,507-83.6% |
| Admin fee / account holder | $6,349 | $2,852+122.6% | $2,491+154.9% | $12,624-49.7% |