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 | $51,070 | $101,069-49.5% | $81,478-37.3% | $147,584-65.4% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | -11.64% | 32.40%-44.0pp | 38.78%-50.4pp | 578.55%-590.2pp |
| Employer contribution / active EE | $200 | $3,205-93.8% | $2,568-92.2% | $4,876-95.9% |
| Participant deferral / active EE | $200 | $4,242-95.3% | $3,537-94.3% | $5,439-96.3% |
| Admin fee / account holder | $4,217 | $5,812-27.4% | $4,561-7.5% | $10,885-61.3% |