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 | $13,844 | $76,000-81.8% | $154,107-91.0% | $64,186-78.4% |
| Participation rate | 32.9% | 70.4%-37.5pp | 83.0%-50.1pp | 69.6%-36.6pp |
| Annual return | -9.28% | 30.32%-39.6pp | 735.12%-744.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $377 | $3,351-88.7% | $5,298-92.9% | $2,381-84.2% |
| Participant deferral / active EE | $1,687 | $3,175-46.9% | $5,081-66.8% | $3,470-51.4% |
| Admin fee / account holder | $1,756 | $5,596-68.6% | $13,411-86.9% | $4,888-64.1% |