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 | $137,498 | $167,307-17.8% | $143,757-4.4% | $134,475+2.2% |
| Participation rate | 35.0% | 84.8%-49.8pp | 80.3%-45.3pp | 81.2%-46.2pp |
| Annual return | -26.90% | 0.46%-27.4pp | -0.04%-26.9pp | 417.96%-444.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,714 | $6,446-73.4% | $5,637-69.6% | $6,400-73.2% |
| Admin fee / account holder | $7,384 | $18,088-59.2% | $14,673-49.7% | $11,426-35.4% |