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 | $35,097 | $73,004-51.9% | $90,749-61.3% | $68,494-48.8% |
| Participation rate | 30.3% | 70.8%-40.5pp | 75.7%-45.4pp | 67.9%-37.6pp |
| Annual return | -18.84% | -13.81%-5.0pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $737 | $2,193-66.4% | $2,921-74.8% | $2,596-71.6% |
| Participant deferral / active EE | $1,140 | $3,627-68.6% | $4,564-75.0% | $4,027-71.7% |
| Admin fee / account holder | $565 | $5,896-90.4% | $8,445-93.3% | $5,403-89.5% |