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 | $36,397 | $59,805-39.1% | $79,550-54.2% | $68,494-46.9% |
| Participation rate | 41.5% | 61.1%-19.5pp | 69.5%-27.9pp | 67.9%-26.3pp |
| Annual return | -21.27% | -12.30%-9.0pp | 0.16%-21.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $711 | $1,505-52.8% | $2,413-70.5% | $2,596-72.6% |
| Participant deferral / active EE | $999 | $3,024-67.0% | $3,985-74.9% | $4,027-75.2% |
| Admin fee / account holder | $1,686 | $4,835-65.1% | $6,832-75.3% | $5,403-68.8% |