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 | $31,940 | $81,900-61.0% | $119,609-73.3% | $68,494-53.4% |
| Participation rate | 41.9% | 71.9%-30.0pp | 79.3%-37.4pp | 67.9%-26.0pp |
| Annual return | -20.87% | -23.82%+2.9pp | -14.97%-5.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $966 | $2,693-64.1% | $4,232-77.2% | $2,596-62.8% |
| Participant deferral / active EE | $1,246 | $4,148-70.0% | $5,602-77.8% | $4,027-69.1% |
| Admin fee / account holder | $1,055 | $6,582-84.0% | $10,323-89.8% | $5,403-80.5% |