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 | $53,271 | $73,102-27.1% | $123,544-56.9% | $56,287-5.4% |
| Participation rate | 39.6% | 74.3%-34.7pp | 82.3%-42.7pp | 69.9%-30.2pp |
| Annual return | -7.32% | 3.01%-10.3pp | 119.20%-126.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,169 | $2,977-60.7% | $4,628-74.7% | $2,111-44.6% |
| Participant deferral / active EE | $2,247 | $5,423-58.6% | $6,426-65.0% | $3,350-32.9% |
| Admin fee / account holder | $1,808 | $554+226.5% | $9,284-80.5% | $521+247.1% |