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 | $46,711 | $111,724-58.2% | $93,606-50.1% | $145,922-68.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 3.45% | 202.98%-199.5pp | 133.20%-129.7pp | 561.29%-557.8pp |
| Employer contribution / active EE | $828 | $3,090-73.2% | $2,420-65.8% | $4,660-82.2% |
| Participant deferral / active EE | $1,012 | $4,912-79.4% | $4,411-77.1% | $6,688-84.9% |
| Admin fee / account holder | $140,875 | $10,250+1274.4% | $8,285+1600.4% | $13,397+951.5% |