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 | $50,789 | $70,669-28.1% | $169,368-70.0% | $75,163-32.4% |
| Participation rate | 14.9% | 64.8%-49.9pp | 77.1%-62.3pp | 67.2%-52.3pp |
| Annual return | 13.45% | 36.36%-22.9pp | 405.60%-392.1pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $860 | $4,311-80.1% | $6,221-86.2% | $4,125-79.2% |
| Admin fee / account holder | $951 | $5,402-82.4% | $9,003-89.4% | $5,651-83.2% |