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 | $26,387 | $59,159-55.4% | $159,960-83.5% | $66,914-60.6% |
| Participation rate | 38.0% | 68.1%-30.1pp | 78.0%-40.0pp | 69.8%-31.8pp |
| Annual return | -18.55% | -12.26%-6.3pp | 408.60%-427.2pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,121 | $1,983-43.5% | $4,226-73.5% | $2,544-55.9% |
| Participant deferral / active EE | $1,756 | $4,395-60.0% | $6,182-71.6% | $4,237-58.6% |
| Admin fee / account holder | $451 | $591-23.7% | $8,698-94.8% | $593-24.0% |