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.
Participant 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 | $25,265 | $81,900-69.2% | $119,609-78.9% | $68,494-63.1% |
| Participation rate | 46.3% | 71.9%-25.6pp | 79.3%-33.0pp | 67.9%-21.6pp |
| Annual return | -22.16% | -23.82%+1.7pp | -14.97%-7.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $869 | $2,693-67.7% | $4,232-79.5% | $2,596-66.5% |
| Participant deferral / active EE | $1,486 | $4,148-64.2% | $5,602-73.5% | $4,027-63.1% |
| Admin fee / account holder | $786 | $6,582-88.1% | $10,323-92.4% | $5,403-85.5% |