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 | $17,242 | $80,717-78.6% | $154,803-88.9% | $84,808-79.7% |
| Participation rate | 10.7% | 66.8%-56.1pp | 78.1%-67.4pp | 68.3%-57.6pp |
| Annual return | -5.44% | 37.96%-43.4pp | 58.88%-64.3pp | 40.90%-46.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $199 | $3,303-94.0% | $5,540-96.4% | $4,212-95.3% |
| Admin fee / account holder | $43,661 | $6,746+547.2% | $14,329+204.7% | $7,344+494.5% |