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 | $57,366 | $72,277-20.6% | $101,248-43.3% | $79,858-28.2% |
| Participation rate | 60.6% | 68.5%-7.9pp | 75.8%-15.2pp | 69.6%-9.0pp |
| Annual return | -0.93% | 22.30%-23.2pp | 46.47%-47.4pp | 31.71%-32.6pp |
| Employer contribution / active EE | $8,010 | $2,692+197.6% | $3,660+118.9% | $2,471+224.2% |
| Participant deferral / active EE | $973 | $3,282-70.3% | $4,370-77.7% | $3,740-74.0% |
| Admin fee / account holder | $33,383 | $4,400+658.7% | $5,945+461.5% | $5,306+529.1% |