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 | $31,556 | $59,805-47.2% | $79,550-60.3% | $68,494-53.9% |
| Participation rate | 30.9% | 61.1%-30.2pp | 69.5%-38.6pp | 67.9%-37.0pp |
| Annual return | -19.43% | -12.30%-7.1pp | 0.16%-19.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $715 | $3,024-76.4% | $3,985-82.1% | $4,027-82.3% |
| Admin fee / account holder | $684 | $4,835-85.9% | $6,832-90.0% | $5,403-87.3% |