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 8-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 | $34,943 | $142,344-75.5% | $119,609-70.8% | $134,475-74.0% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -21.04% | -12.44%-8.6pp | -14.97%-6.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $804 | $5,222-84.6% | $4,232-81.0% | $4,740-83.0% |
| Participant deferral / active EE | $9,151 | $6,469+41.5% | $5,602+63.4% | $6,400+43.0% |
| Admin fee / account holder | $302 | $13,584-97.8% | $10,323-97.1% | $11,426-97.4% |