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 | $27,489 | $73,004-62.3% | $90,749-69.7% | $68,494-59.9% |
| Participation rate | 38.8% | 70.8%-32.0pp | 75.7%-36.9pp | 67.9%-29.1pp |
| Annual return | -19.45% | -13.81%-5.6pp | -12.16%-7.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $613 | $2,193-72.1% | $2,921-79.0% | $2,596-76.4% |
| Participant deferral / active EE | $831 | $3,627-77.1% | $4,564-81.8% | $4,027-79.4% |
| Admin fee / account holder | $2,371 | $5,896-59.8% | $8,445-71.9% | $5,403-56.1% |