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 | $37,160 | $76,000-51.1% | $154,107-75.9% | $64,186-42.1% |
| Participation rate | 63.4% | 70.4%-7.0pp | 83.0%-19.6pp | 69.6%-6.2pp |
| Annual return | -23.94% | 30.32%-54.3pp | 735.12%-759.1pp | 7.63%-31.6pp |
| Employer contribution / active EE | $7,867 | $3,351+134.8% | $5,298+48.5% | $2,381+230.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,157 | $5,596-43.6% | $13,411-76.5% | $4,888-35.4% |