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 8-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 | $11,862 | $54,350-78.2% | $82,719-85.7% | $68,494-82.7% |
| Participation rate | 39.5% | 63.9%-24.4pp | 72.6%-33.0pp | 67.9%-28.4pp |
| Annual return | -22.90% | -13.67%-9.2pp | 701.18%-724.1pp | -7.84%-15.1pp |
| Employer contribution / active EE | $308 | $2,218-86.1% | $3,009-89.8% | $2,596-88.1% |
| Participant deferral / active EE | $865 | $3,246-73.3% | $4,395-80.3% | $4,027-78.5% |
| Admin fee / account holder | $887 | $4,395-79.8% | $5,329-83.4% | $5,403-83.6% |