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 | $20,416 | $51,620-60.4% | $90,281-77.4% | $65,185-68.7% |
| Participation rate | 9.8% | 68.6%-58.8pp | 73.3%-63.4pp | 70.2%-60.4pp |
| Annual return | -3.79% | 24.94%-28.7pp | 78.10%-81.9pp | 29.38%-33.2pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $320 | $2,871-88.9% | $3,885-91.8% | $3,514-90.9% |
| Admin fee / account holder | $1,086 | $384+182.7% | $5,351-79.7% | $847+28.2% |