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 | $51,683 | $107,334-51.8% | $92,893-44.4% | $152,861-66.2% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.4%-68.2pp |
| Annual return | -6.03% | 145.58%-151.6pp | 109.41%-115.4pp | 345.32%-351.3pp |
| Employer contribution / active EE | $1,098 | $4,221-74.0% | $3,653-69.9% | $4,762-76.9% |
| Participant deferral / active EE | $512 | $4,845-89.4% | $4,236-87.9% | $5,850-91.2% |
| Admin fee / account holder | $7,957 | $7,079+12.4% | $5,794+37.3% | $11,596-31.4% |