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 | $38,350 | $82,664-53.6% | $125,339-69.4% | $68,494-44.0% |
| Participation rate | 51.2% | 75.0%-23.9pp | 82.4%-31.2pp | 67.9%-16.7pp |
| Annual return | -20.17% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $958 | $3,381-71.7% | $4,814-80.1% | $2,596-63.1% |
| Participant deferral / active EE | $2,420 | $6,110-60.4% | $7,446-67.5% | $4,027-39.9% |
| Admin fee / account holder | $1,308 | $6,275-79.2% | $10,010-86.9% | $5,403-75.8% |