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 | $49,572 | $59,107-16.1% | $86,436-42.6% | $68,494-27.6% |
| Participation rate | 25.8% | 75.2%-49.4pp | 80.3%-54.5pp | 67.9%-42.1pp |
| Annual return | -23.77% | -0.23%-23.5pp | 4394.89%-4418.7pp | -7.84%-15.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $932 | $5,901-84.2% | $6,952-86.6% | $4,027-76.9% |
| Admin fee / account holder | $9,972 | $5,637+76.9% | $6,731+48.1% | $5,403+84.6% |