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 | $28,183 | $100,754-72.0% | $86,677-67.5% | $134,475-79.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -20.92% | 29.04%-50.0pp | 35.91%-56.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $769 | $3,489-78.0% | $2,836-72.9% | $4,740-83.8% |
| Participant deferral / active EE | $916 | $5,338-82.8% | $4,656-80.3% | $6,400-85.7% |
| Admin fee / account holder | $386 | $10,926-96.5% | $7,493-94.9% | $11,426-96.6% |