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 5-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 | $14,716 | $48,265-69.5% | $68,791-78.6% | $68,494-78.5% |
| Participation rate | 5.0% | 60.7%-55.7pp | 69.0%-64.0pp | 67.9%-62.9pp |
| Annual return | -34.27% | -12.71%-21.6pp | -6.38%-27.9pp | -7.84%-26.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $250 | $2,867-91.3% | $3,941-93.7% | $4,027-93.8% |
| Admin fee / account holder | $2,458 | $4,355-43.6% | $4,932-50.2% | $5,403-54.5% |