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 | $35,003 | $84,487-58.6% | $125,339-72.1% | $66,914-47.7% |
| Participation rate | 43.5% | 76.4%-32.9pp | 82.4%-38.9pp | 69.8%-26.3pp |
| Annual return | -18.26% | -8.39%-9.9pp | 572.05%-590.3pp | 1.58%-19.8pp |
| Employer contribution / active EE | $662 | $3,553-81.4% | $4,814-86.2% | $2,544-74.0% |
| Participant deferral / active EE | $3,282 | $6,781-51.6% | $7,446-55.9% | $4,237-22.5% |
| Admin fee / account holder | $11,591 | $685+1592.1% | $10,010+15.8% | $593+1853.8% |