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 | $19,091 | $102,604-81.4% | $86,188-77.8% | $139,434-86.3% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | -7.09% | 1922.51%-1929.6pp | 1168.45%-1175.5pp | 372.94%-380.0pp |
| Employer contribution / active EE | $530 | $3,032-82.5% | $2,380-77.7% | $4,751-88.9% |
| Participant deferral / active EE | $603 | $4,676-87.1% | $3,985-84.9% | $6,710-91.0% |
| Admin fee / account holder | $2,411 | $8,657-72.1% | $6,852-64.8% | $11,403-78.9% |