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 | $40,815 | $65,365-37.6% | $92,893-56.1% | $72,985-44.1% |
| Participation rate | 40.6% | 68.3%-27.7pp | 76.0%-35.4pp | 69.5%-28.9pp |
| Annual return | -2.82% | 42.10%-44.9pp | 109.41%-112.2pp | 81.00%-83.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $62 | $3,128-98.0% | $4,236-98.5% | $3,607-98.3% |
| Admin fee / account holder | $1,632 | $4,251-61.6% | $5,794-71.8% | $5,124-68.1% |