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 | $65,095 | $82,664-21.3% | $125,339-48.1% | $68,494-5.0% |
| Participation rate | 43.3% | 75.0%-31.7pp | 82.4%-39.0pp | 67.9%-24.6pp |
| Annual return | -28.83% | -5.97%-22.9pp | 572.05%-600.9pp | -7.84%-21.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,424 | $6,110-60.3% | $7,446-67.5% | $4,027-39.8% |
| Admin fee / account holder | $1,980 | $6,275-68.4% | $10,010-80.2% | $5,403-63.3% |