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 9-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 | $18,621 | $54,350-65.7% | $82,719-77.5% | $68,494-72.8% |
| Participation rate | 18.7% | 63.9%-45.3pp | 72.6%-53.9pp | 67.9%-49.2pp |
| Annual return | -20.79% | -13.67%-7.1pp | 701.18%-722.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $414 | $3,246-87.3% | $4,395-90.6% | $4,027-89.7% |
| Admin fee / account holder | $1,134 | $4,395-74.2% | $5,329-78.7% | $5,403-79.0% |