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 9-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 | $29,499 | $82,664-64.3% | $125,339-76.5% | $68,494-56.9% |
| Participation rate | 53.3% | 75.0%-21.7pp | 82.4%-29.0pp | 67.9%-14.6pp |
| Annual return | -20.54% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,184 | $3,381-65.0% | $4,814-75.4% | $2,596-54.4% |
| Participant deferral / active EE | $1,844 | $6,110-69.8% | $7,446-75.2% | $4,027-54.2% |
| Admin fee / account holder | $9,589 | $6,275+52.8% | $10,010-4.2% | $5,403+77.5% |