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 | $21,902 | $104,907-79.1% | $84,611-74.1% | $152,861-85.7% |
| Participation rate | 28.6% | 74.8%-46.2pp | 68.2%-39.7pp | 82.4%-53.9pp |
| Annual return | -67.52% | 373.79%-441.3pp | 258.74%-326.3pp | 345.32%-412.8pp |
| Employer contribution / active EE | $196 | $3,302-94.1% | $2,652-92.6% | $4,762-95.9% |
| Participant deferral / active EE | $963 | $4,688-79.5% | $3,899-75.3% | $5,850-83.5% |
| Admin fee / account holder | $12,591 | $6,241+101.8% | $4,912+156.3% | $11,596+8.6% |