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 6-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 | $8,663 | $92,703-90.7% | $82,719-89.5% | $134,475-93.6% |
| Participation rate | 23.8% | 75.2%-51.4pp | 72.6%-48.7pp | 81.2%-57.4pp |
| Annual return | -24.70% | 944.92%-969.6pp | 701.18%-725.9pp | 417.96%-442.7pp |
| Employer contribution / active EE | $233 | $3,274-92.9% | $3,009-92.3% | $4,740-95.1% |
| Participant deferral / active EE | $955 | $4,802-80.1% | $4,395-78.3% | $6,400-85.1% |
| Admin fee / account holder | $990 | $5,983-83.4% | $5,329-81.4% | $11,426-91.3% |