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 | $55,131 | $80,968-31.9% | $96,544-42.9% | $75,163-26.7% |
| Participation rate | 36.0% | 71.8%-35.8pp | 76.0%-40.0pp | 67.2%-31.2pp |
| Annual return | -4.63% | 27.06%-31.7pp | 25.84%-30.5pp | 160.62%-165.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $402 | $3,928-89.8% | $4,851-91.7% | $4,125-90.3% |
| Admin fee / account holder | $2,783 | $6,724-58.6% | $8,252-66.3% | $5,651-50.8% |