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 | $31,037 | $82,664-62.5% | $125,339-75.2% | $68,494-54.7% |
| Participation rate | 30.0% | 75.0%-45.0pp | 82.4%-52.4pp | 67.9%-37.9pp |
| Annual return | -20.80% | -5.97%-14.8pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $790 | $6,110-87.1% | $7,446-89.4% | $4,027-80.4% |
| Admin fee / account holder | $2,738 | $6,275-56.4% | $10,010-72.6% | $5,403-49.3% |