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 5-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 | $14,385 | $48,750-70.5% | $88,946-83.8% | $74,304-80.6% |
| Participation rate | 15.2% | 44.5%-29.3pp | 68.8%-53.6pp | 60.3%-45.1pp |
| Annual return | -0.49% | 25.91%-26.4pp | 57.82%-58.3pp | 29.43%-29.9pp |
| Employer contribution / active EE | $197 | $1,255-84.3% | $2,555-92.3% | $2,241-91.2% |
| Participant deferral / active EE | $459 | $2,423-81.0% | $4,581-90.0% | $3,767-87.8% |
| Admin fee / account holder | $5,415 | $3,756+44.2% | $8,261-34.4% | $2,969+82.4% |