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 | $39,627 | $54,350-27.1% | $82,719-52.1% | $68,494-42.1% |
| Participation rate | 17.2% | 63.9%-46.7pp | 72.6%-55.4pp | 67.9%-50.7pp |
| Annual return | -20.47% | -13.67%-6.8pp | 701.18%-721.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $477 | $2,218-78.5% | $3,009-84.1% | $2,596-81.6% |
| Participant deferral / active EE | $808 | $3,246-75.1% | $4,395-81.6% | $4,027-79.9% |
| Admin fee / account holder | $1,586 | $4,395-63.9% | $5,329-70.2% | $5,403-70.6% |