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 | $22,822 | $82,664-72.4% | $125,339-81.8% | $68,494-66.7% |
| Participation rate | 48.1% | 75.0%-27.0pp | 82.4%-34.3pp | 67.9%-19.8pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,713 | $3,381-49.3% | $4,814-64.4% | $2,596-34.0% |
| Participant deferral / active EE | $2,439 | $6,110-60.1% | $7,446-67.2% | $4,027-39.4% |
| Admin fee / account holder | $3,168 | $6,275-49.5% | $10,010-68.4% | $5,403-41.4% |