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 | $28,249 | $95,862-70.5% | $79,550-64.5% | $134,475-79.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -28.02% | -2.69%-25.3pp | 0.16%-28.2pp | 417.96%-446.0pp |
| Employer contribution / active EE | $9,650 | $3,128+208.5% | $2,413+299.9% | $4,740+103.6% |
| Participant deferral / active EE | $631 | $4,693-86.5% | $3,985-84.2% | $6,400-90.1% |
| Admin fee / account holder | $5,514 | $9,126-39.6% | $6,832-19.3% | $11,426-51.7% |