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 | $57,183 | $127,065-55.0% | $113,168-49.5% | $142,382-59.8% |
| Participation rate | 45.5% | 79.2%-33.8pp | 76.6%-31.1pp | 80.1%-34.7pp |
| Annual return | -15.83% | 24.03%-39.9pp | 24.27%-40.1pp | 217.08%-232.9pp |
| Employer contribution / active EE | $970 | $3,442-71.8% | $2,975-67.4% | $4,299-77.4% |
| Participant deferral / active EE | $1,659 | $5,716-71.0% | $5,107-67.5% | $6,507-74.5% |
| Admin fee / account holder | $1,609 | $15,736-89.8% | $12,068-86.7% | $12,624-87.3% |