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 | $30,236 | $131,829-77.1% | $108,579-72.2% | $273,961-89.0% |
| Participation rate | 47.4% | 83.5%-36.1pp | 79.6%-32.2pp | 83.0%-35.6pp |
| Annual return | 1.95% | -91.57%+93.5pp | -51.70%+53.6pp | 41.45%-39.5pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $908 | $5,127-82.3% | $4,311-78.9% | $5,287-82.8% |
| Admin fee / account holder | $8,504 | $10,252-17.1% | $7,645+11.2% | $10,132-16.1% |