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 | $43,962 | $81,900-46.3% | $119,609-63.2% | $68,494-35.8% |
| Participation rate | 40.0% | 71.9%-31.9pp | 79.3%-39.3pp | 67.9%-27.9pp |
| Annual return | -19.14% | -23.82%+4.7pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,570 | $2,693+32.5% | $4,232-15.6% | $2,596+37.5% |
| Participant deferral / active EE | $473 | $4,148-88.6% | $5,602-91.6% | $4,027-88.3% |
| Admin fee / account holder | $2,005 | $6,582-69.5% | $10,323-80.6% | $5,403-62.9% |