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 | $31,583 | $71,883-56.1% | $86,677-63.6% | $68,494-53.9% |
| Participation rate | 46.4% | 72.2%-25.8pp | 76.6%-30.1pp | 67.9%-21.5pp |
| Annual return | -20.40% | 3.52%-23.9pp | 35.91%-56.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $818 | $2,173-62.4% | $2,836-71.2% | $2,596-68.5% |
| Participant deferral / active EE | $1,716 | $3,779-54.6% | $4,656-63.1% | $4,027-57.4% |
| Admin fee / account holder | $5,844 | $6,112-4.4% | $7,493-22.0% | $5,403+8.2% |