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 | $73,124 | $82,664-11.5% | $125,339-41.7% | $68,494+6.8% |
| Participation rate | 31.0% | 75.0%-44.0pp | 82.4%-51.3pp | 67.9%-36.9pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $4,523 | $3,381+33.8% | $4,814-6.0% | $2,596+74.2% |
| Participant deferral / active EE | $1,815 | $6,110-70.3% | $7,446-75.6% | $4,027-54.9% |
| Admin fee / account holder | $985 | $6,275-84.3% | $10,010-90.2% | $5,403-81.8% |