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 8-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 | $17,905 | $73,867-75.8% | $143,757-87.5% | $68,494-73.9% |
| Participation rate | 3.0% | 66.7%-63.6pp | 80.3%-77.3pp | 67.9%-64.9pp |
| Annual return | -20.65% | 1.01%-21.7pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $373 | $3,384-89.0% | $5,637-93.4% | $4,027-90.7% |
| Admin fee / account holder | $3,916 | $5,755-31.9% | $14,673-73.3% | $5,403-27.5% |