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 | $18,047 | $138,044-86.9% | $125,339-85.6% | $134,475-86.6% |
| Participation rate | 18.2% | 84.5%-66.3pp | 82.4%-64.2pp | 81.2%-63.0pp |
| Annual return | -21.52% | 750.33%-771.8pp | 572.05%-593.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,271 | $7,799-83.7% | $7,446-82.9% | $6,400-80.1% |
| Admin fee / account holder | $989 | $11,571-91.5% | $10,010-90.1% | $11,426-91.3% |