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 | $37,697 | $82,664-54.4% | $125,339-69.9% | $68,494-45.0% |
| Participation rate | 44.6% | 75.0%-30.4pp | 82.4%-37.7pp | 67.9%-23.2pp |
| Annual return | -25.00% | -5.97%-19.0pp | 572.05%-597.1pp | -7.84%-17.2pp |
| Employer contribution / active EE | $782 | $3,381-76.9% | $4,814-83.8% | $2,596-69.9% |
| Participant deferral / active EE | $1,447 | $6,110-76.3% | $7,446-80.6% | $4,027-64.1% |
| Admin fee / account holder | $899 | $6,275-85.7% | $10,010-91.0% | $5,403-83.4% |