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 | $39,656 | $56,053-29.3% | $75,972-47.8% | $80,856-51.0% |
| Participation rate | 16.7% | 62.0%-45.4pp | 69.1%-52.4pp | 67.6%-51.0pp |
| Annual return | 9.13% | 20.53%-11.4pp | 359.55%-350.4pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $651 | $3,052-78.7% | $4,255-84.7% | $4,296-84.9% |
| Admin fee / account holder | $17,257 | $5,234+229.7% | $6,467+166.9% | $6,918+149.4% |