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 | $51,718 | $55,415-6.7% | $155,509-66.7% | $74,495-30.6% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 8.50% | 268.50%-260.0pp | 64.67%-56.2pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $552 | $2,267-75.6% | $4,672-88.2% | $2,623-78.9% |
| Participant deferral / active EE | $213 | $2,836-92.5% | $5,626-96.2% | $4,346-95.1% |
| Admin fee / account holder | $8,118 | $1,738+367.0% | $15,912-49.0% | $1,942+318.1% |