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 | $43,580 | $82,664-47.3% | $125,339-65.2% | $68,494-36.4% |
| Participation rate | 38.3% | 75.0%-36.7pp | 82.4%-44.0pp | 67.9%-29.6pp |
| Annual return | -21.71% | -5.97%-15.7pp | 572.05%-593.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,076 | $3,381-68.2% | $4,814-77.6% | $2,596-58.6% |
| Participant deferral / active EE | $2,001 | $6,110-67.3% | $7,446-73.1% | $4,027-50.3% |
| Admin fee / account holder | $1,171 | $6,275-81.3% | $10,010-88.3% | $5,403-78.3% |