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 | $31,288 | $42,548-26.5% | $74,550-58.0% | $56,287-44.4% |
| Participation rate | 9.9% | 60.5%-50.6pp | 69.1%-59.2pp | 69.9%-60.0pp |
| Annual return | -10.00% | 12.40%-22.4pp | 32.53%-42.5pp | -9.96%0pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $285 | $2,277-87.5% | $3,108-90.8% | $3,350-91.5% |
| Admin fee / account holder | $1,172 | $467+150.9% | $5,060-76.8% | $521+125.0% |