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 7-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 | $55,438 | $73,004-24.1% | $90,749-38.9% | $68,494-19.1% |
| Participation rate | 2.2% | 70.8%-68.7pp | 75.7%-73.5pp | 67.9%-65.7pp |
| Annual return | -20.13% | -13.81%-6.3pp | -12.16%-8.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $416 | $3,627-88.5% | $4,564-90.9% | $4,027-89.7% |
| Admin fee / account holder | $675 | $5,896-88.6% | $8,445-92.0% | $5,403-87.5% |