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 | $25,875 | $82,664-68.7% | $125,339-79.4% | $68,494-62.2% |
| Participation rate | 27.3% | 75.0%-47.8pp | 82.4%-55.1pp | 67.9%-40.6pp |
| Annual return | -31.14% | -5.97%-25.2pp | 572.05%-603.2pp | -7.84%-23.3pp |
| Employer contribution / active EE | $448 | $3,381-86.7% | $4,814-90.7% | $2,596-82.7% |
| Participant deferral / active EE | $4,482 | $6,110-26.6% | $7,446-39.8% | $4,027+11.3% |
| Admin fee / account holder | $4,800 | $6,275-23.5% | $10,010-52.0% | $5,403-11.1% |