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 | $9,952 | $37,426-73.4% | $77,482-87.2% | $79,858-87.5% |
| Participation rate | 11.3% | 41.5%-30.2pp | 54.2%-42.9pp | 69.6%-58.3pp |
| Annual return | -2.49% | 39.70%-42.2pp | 54.79%-57.3pp | 31.71%-34.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $163 | $1,260-87.1% | $1,861-91.3% | $3,740-95.6% |
| Admin fee / account holder | $4,320 | $2,504+72.5% | $2,858+51.2% | $5,306-18.6% |