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 8-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 | $56,690 | $72,177-21.5% | $115,037-50.7% | $59,632-4.9% |
| Participation rate | 16.2% | 72.6%-56.3pp | 81.4%-65.2pp | 68.7%-52.5pp |
| Annual return | -4.59% | 12.02%-16.6pp | 26.14%-30.7pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $366 | $4,783-92.4% | $6,026-93.9% | $3,192-88.5% |
| Admin fee / account holder | $3,589 | $4,927-27.2% | $8,175-56.1% | $4,297-16.5% |