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 3-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 | $15,958 | $114,381-86.0% | $107,525-85.2% | $142,382-88.8% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | -8.51% | 242.71%-251.2pp | 181.32%-189.8pp | 217.08%-225.6pp |
| Employer contribution / active EE | $583 | $4,015-85.5% | $3,754-84.5% | $4,299-86.4% |
| Participant deferral / active EE | $1,739 | $5,564-68.7% | $5,116-66.0% | $6,507-73.3% |
| Admin fee / account holder | $8,082 | $9,860-18.0% | $8,919-9.4% | $12,624-36.0% |