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 | $75,604 | $56,484+33.9% | $169,463-55.4% | $64,186+17.8% |
| Participation rate | 25.0% | 64.5%-39.5pp | 77.8%-52.8pp | 69.6%-44.6pp |
| Annual return | -8.14% | -1.55%-6.6pp | 1.83%-10.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $392 | $1,832-78.6% | $4,159-90.6% | $2,381-83.5% |
| Participant deferral / active EE | $1,098 | $3,448-68.1% | $5,277-79.2% | $3,470-68.3% |
| Admin fee / account holder | $2,800 | $4,174-32.9% | $9,109-69.3% | $4,888-42.7% |