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 9-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 | $20,733 | $77,314-73.2% | $177,989-88.4% | $80,856-74.4% |
| Participation rate | 29.2% | 65.7%-36.5pp | 77.1%-47.9pp | 67.6%-38.4pp |
| Annual return | -67.61% | 18.09%-85.7pp | 294.48%-362.1pp | 35.59%-103.2pp |
| Employer contribution / active EE | $905 | $2,292-60.5% | $3,949-77.1% | $2,755-67.1% |
| Participant deferral / active EE | $1,287 | $4,411-70.8% | $6,276-79.5% | $4,296-70.0% |
| Admin fee / account holder | $2,738 | $7,191-61.9% | $10,363-73.6% | $6,918-60.4% |