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 | $17,940 | $108,919-83.5% | $100,391-82.1% | $145,922-87.7% |
| Participation rate | 36.4% | 82.9%-46.6pp | 81.5%-45.1pp | 80.3%-43.9pp |
| Annual return | 7.24% | 57.88%-50.6pp | 49.20%-42.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $780 | $4,419-82.3% | $3,942-80.2% | $4,660-83.3% |
| Participant deferral / active EE | $812 | $8,445-90.4% | $8,082-90.0% | $6,688-87.9% |
| Admin fee / account holder | $46,702 | $9,689+382.0% | $7,899+491.2% | $13,397+248.6% |