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 | $94,166 | $108,919-13.5% | $100,391-6.2% | $145,922-35.5% |
| Participation rate | 47.6% | 82.9%-35.3pp | 81.5%-33.9pp | 80.3%-32.7pp |
| Annual return | 9.46% | 57.88%-48.4pp | 49.20%-39.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,023 | $4,419-76.8% | $3,942-74.0% | $4,660-78.0% |
| Participant deferral / active EE | $1,529 | $8,445-81.9% | $8,082-81.1% | $6,688-77.1% |
| Admin fee / account holder | $28,105 | $9,689+190.1% | $7,899+255.8% | $13,397+109.8% |