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 | $39,668 | $82,664-52.0% | $125,339-68.4% | $68,494-42.1% |
| Participation rate | 60.9% | 75.0%-14.2pp | 82.4%-21.5pp | 67.9%-7.0pp |
| Annual return | -20.72% | -5.97%-14.8pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $5,849 | $3,381+73.0% | $4,814+21.5% | $2,596+125.3% |
| Participant deferral / active EE | $1,040 | $6,110-83.0% | $7,446-86.0% | $4,027-74.2% |
| Admin fee / account holder | $5,082 | $6,275-19.0% | $10,010-49.2% | $5,403-5.9% |