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 | $70,551 | $82,286-14.3% | $68,791+2.6% | $134,475-47.5% |
| Participation rate | 38.1% | 75.1%-37.0pp | 69.0%-30.9pp | 81.2%-43.1pp |
| Annual return | -21.98% | -2.19%-19.8pp | -6.38%-15.6pp | 417.96%-439.9pp |
| Employer contribution / active EE | $631 | $3,301-80.9% | $2,655-76.2% | $4,740-86.7% |
| Participant deferral / active EE | $631 | $4,739-86.7% | $3,941-84.0% | $6,400-90.1% |
| Admin fee / account holder | $5,081 | $6,481-21.6% | $4,932+3.0% | $11,426-55.5% |