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 | $25,517 | $82,664-69.1% | $125,339-79.6% | $68,494-62.7% |
| Participation rate | 42.5% | 75.0%-32.5pp | 82.4%-39.9pp | 67.9%-25.4pp |
| Annual return | -19.74% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,299 | $3,381-61.6% | $4,814-73.0% | $2,596-50.0% |
| Participant deferral / active EE | $2,184 | $6,110-64.3% | $7,446-70.7% | $4,027-45.8% |
| Admin fee / account holder | $2,276 | $6,275-63.7% | $10,010-77.3% | $5,403-57.9% |