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 3-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 | $13,305 | $57,016-76.7% | $84,966-84.3% | $80,856-83.5% |
| Participation rate | 15.2% | 56.3%-41.2pp | 67.5%-52.3pp | 67.6%-52.5pp |
| Annual return | -97.56% | 21.66%-119.2pp | 66.38%-163.9pp | 35.59%-133.1pp |
| Employer contribution / active EE | $377 | $1,798-79.0% | $2,727-86.2% | $2,755-86.3% |
| Participant deferral / active EE | $586 | $3,110-81.1% | $4,519-87.0% | $4,296-86.4% |
| Admin fee / account holder | $2,622 | $4,980-47.3% | $6,149-57.4% | $6,918-62.1% |