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 | $94,908 | $59,805+58.7% | $79,550+19.3% | $68,494+38.6% |
| Participation rate | 34.6% | 61.1%-26.4pp | 69.5%-34.9pp | 67.9%-33.3pp |
| Annual return | -26.55% | -12.30%-14.3pp | 0.16%-26.7pp | -7.84%-18.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $949 | $3,024-68.6% | $3,985-76.2% | $4,027-76.4% |
| Admin fee / account holder | $13,368 | $4,835+176.5% | $6,832+95.7% | $5,403+147.4% |