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 | $62,860 | $59,417+5.8% | $93,606-32.8% | $74,495-15.6% |
| Participation rate | 26.3% | 59.7%-33.3pp | 68.7%-42.4pp | 67.2%-40.9pp |
| Annual return | 10.54% | 81.83%-71.3pp | 133.20%-122.7pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $447 | $1,264-64.6% | $2,420-81.5% | $2,623-83.0% |
| Participant deferral / active EE | $1,041 | $3,050-65.9% | $4,411-76.4% | $4,346-76.0% |
| Admin fee / account holder | $11,360 | $3,021+276.0% | $8,285+37.1% | $1,942+485.0% |