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 | $39,379 | $31,310+25.8% | $53,898-26.9% | $74,304-47.0% |
| Participation rate | 4.0% | 30.7%-26.6pp | 55.0%-50.9pp | 60.3%-56.3pp |
| Annual return | 6.46% | 23.16%-16.7pp | 528.60%-522.1pp | 29.43%-23.0pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $154 | $934-83.5% | $1,826-91.6% | $3,767-95.9% |
| Admin fee / account holder | $15,414 | $2,175+608.5% | $2,491+518.8% | $2,969+419.2% |