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 | $22,495 | $135,952-83.5% | $123,892-81.8% | $273,961-91.8% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | -3.28% | 56.63%-59.9pp | 47.52%-50.8pp | 41.45%-44.7pp |
| Employer contribution / active EE | $1,240 | $5,170-76.0% | $4,617-73.1% | $4,869-74.5% |
| Participant deferral / active EE | $1,400 | $6,343-77.9% | $5,984-76.6% | $5,287-73.5% |
| Admin fee / account holder | $1,760 | $9,817-82.1% | $8,357-78.9% | $10,132-82.6% |