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 | $19,960 | $57,354-65.2% | $83,848-76.2% | $64,186-68.9% |
| Participation rate | 56.6% | 68.6%-12.0pp | 76.1%-19.5pp | 69.6%-13.0pp |
| Annual return | -9.52% | 11.38%-20.9pp | 850.88%-860.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $4,886 | $2,545+92.0% | $3,631+34.6% | $2,381+105.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,731 | $4,046+66.4% | $5,478+22.9% | $4,888+37.7% |