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 | $15,372 | $54,705-71.9% | $71,209-78.4% | $84,808-81.9% |
| Participation rate | 25.9% | 64.1%-38.1pp | 73.8%-47.8pp | 68.3%-42.4pp |
| Annual return | -38.49% | 35.90%-74.4pp | 282.51%-321.0pp | 40.90%-79.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $323 | $3,030-89.3% | $4,175-92.3% | $4,212-92.3% |
| Admin fee / account holder | $29,683 | $4,863+510.3% | $5,349+455.0% | $7,344+304.2% |