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 8-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 | $20,625 | $45,863-55.0% | $77,024-73.2% | $68,494-69.9% |
| Participation rate | 10.3% | 55.9%-45.7pp | 67.9%-57.6pp | 67.9%-57.6pp |
| Annual return | -77.15% | 1.72%-78.9pp | 42.32%-119.5pp | -7.84%-69.3pp |
| Employer contribution / active EE | $338 | $1,650-79.5% | $2,812-88.0% | $2,596-87.0% |
| Participant deferral / active EE | $696 | $2,962-76.5% | $4,426-84.3% | $4,027-82.7% |
| Admin fee / account holder | $5,017 | $3,041+65.0% | $5,425-7.5% | $5,403-7.1% |