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 | $84,659 | $67,984+24.5% | $65,493+29.3% | $74,304+13.9% |
| Participation rate | 25.6% | 66.3%-40.7pp | 73.1%-47.5pp | 60.3%-34.7pp |
| Annual return | 10.78% | 19.87%-9.1pp | 982.45%-971.7pp | 29.43%-18.7pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $751 | $3,346-77.6% | $3,961-81.0% | $3,767-80.1% |
| Admin fee / account holder | $2,838 | $1,373+106.7% | $5,028-43.6% | $2,969-4.4% |