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 | $55,304 | $73,004-24.2% | $90,749-39.1% | $68,494-19.3% |
| Participation rate | 31.7% | 70.8%-39.1pp | 75.7%-44.0pp | 67.9%-36.2pp |
| Annual return | -24.44% | -13.81%-10.6pp | -12.16%-12.3pp | -7.84%-16.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,302 | $3,627-64.1% | $4,564-71.5% | $4,027-67.7% |
| Admin fee / account holder | $10,554 | $5,896+79.0% | $8,445+25.0% | $5,403+95.4% |