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 | $24,085 | $75,828-68.2% | $147,614-83.7% | $59,632-59.6% |
| Participation rate | 35.3% | 71.6%-36.3pp | 84.6%-49.3pp | 68.7%-33.4pp |
| Annual return | -3.32% | 0.37%-3.7pp | 61.98%-65.3pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $244 | $3,485-93.0% | $5,564-95.6% | $2,203-88.9% |
| Participant deferral / active EE | $1,527 | $3,130-51.2% | $4,895-68.8% | $3,192-52.2% |
| Admin fee / account holder | $1,070 | $5,985-82.1% | $11,611-90.8% | $4,297-75.1% |