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 6-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 | $85,952 | $176,056-51.2% | $159,436-46.1% | $167,490-48.7% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | -23.80% | 331.75%-355.5pp | 263.57%-287.4pp | 478.56%-502.4pp |
| Employer contribution / active EE | $1,648 | $5,297-68.9% | $4,829-65.9% | $4,837-65.9% |
| Participant deferral / active EE | $1,982 | $7,750-74.4% | $7,352-73.0% | $6,341-68.8% |
| Admin fee / account holder | $12,743 | $12,554+1.5% | $10,799+18.0% | $12,309+3.5% |