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 | $33,275 | $73,004-54.4% | $90,749-63.3% | $68,494-51.4% |
| Participation rate | 7.0% | 70.8%-63.8pp | 75.7%-68.7pp | 67.9%-60.9pp |
| Annual return | -27.03% | -13.81%-13.2pp | -12.16%-14.9pp | -7.84%-19.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $454 | $3,627-87.5% | $4,564-90.1% | $4,027-88.7% |
| Admin fee / account holder | $461 | $5,896-92.2% | $8,445-94.5% | $5,403-91.5% |