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 | $51,983 | $55,453-6.3% | $170,442-69.5% | $62,292-16.6% |
| Participation rate | 3.0% | 66.4%-63.4pp | 83.6%-80.6pp | 69.5%-66.5pp |
| Annual return | 10.06% | 21.38%-11.3pp | 205.93%-195.9pp | 28.90%-18.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $125 | $2,303-94.6% | $4,939-97.5% | $3,169-96.1% |
| Admin fee / account holder | $1,482 | $455+225.8% | $13,880-89.3% | $479+209.2% |