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 9-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 | $109,869 | $133,958-18.0% | $112,228-2.1% | $134,475-18.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.75% | 47.11%-67.9pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,477 | $4,038-13.9% | $3,635-4.3% | $4,740-26.6% |
| Participant deferral / active EE | $667 | $5,291-87.4% | $4,728-85.9% | $6,400-89.6% |
| Admin fee / account holder | $28,776 | $7,489+284.3% | $6,410+348.9% | $11,426+151.8% |