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 | $30,259 | $76,000-60.2% | $154,107-80.4% | $64,186-52.9% |
| Participation rate | 28.0% | 70.4%-42.4pp | 83.0%-55.0pp | 69.6%-41.6pp |
| Annual return | -13.49% | 30.32%-43.8pp | 735.12%-748.6pp | 7.63%-21.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,271 | $3,175-28.5% | $5,081-55.3% | $3,470-34.6% |
| Admin fee / account holder | $4,052 | $5,596-27.6% | $13,411-69.8% | $4,888-17.1% |