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 | $27,946 | $58,577-52.3% | $83,333-66.5% | $64,186-56.5% |
| Participation rate | 62.5% | 72.0%-9.5pp | 77.8%-15.3pp | 69.6%-7.1pp |
| Annual return | -8.52% | 9.65%-18.2pp | 10.63%-19.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $959 | $4,654-79.4% | $5,565-82.8% | $3,470-72.4% |
| Admin fee / account holder | $855 | $9,275-90.8% | $7,510-88.6% | $4,888-82.5% |