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 | $73,537 | $59,805+23.0% | $79,550-7.6% | $68,494+7.4% |
| Participation rate | 18.8% | 61.1%-42.3pp | 69.5%-50.7pp | 67.9%-49.1pp |
| Annual return | -20.62% | -12.30%-8.3pp | 0.16%-20.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $979 | $3,024-67.6% | $3,985-75.4% | $4,027-75.7% |
| Admin fee / account holder | $1,828 | $4,835-62.2% | $6,832-73.2% | $5,403-66.2% |