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 4-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 | $28,152 | $74,888-62.4% | $71,209-60.5% | $142,382-80.2% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | -51.57% | 345.14%-396.7pp | 282.51%-334.1pp | 217.08%-268.6pp |
| Employer contribution / active EE | $212 | $2,854-92.6% | $2,721-92.2% | $4,299-95.1% |
| Participant deferral / active EE | $3,602 | $4,454-19.1% | $4,175-13.7% | $6,507-44.6% |
| Admin fee / account holder | $13,854 | $5,568+148.8% | $5,349+159.0% | $12,624+9.7% |