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 | $64,779 | $106,890-39.4% | $84,015-22.9% | $152,861-57.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 2.68% | 104.99%-102.3pp | 71.31%-68.6pp | 345.32%-342.6pp |
| Employer contribution / active EE | $956 | $2,734-65.0% | $1,983-51.8% | $4,762-79.9% |
| Participant deferral / active EE | $318 | $4,011-92.1% | $3,239-90.2% | $5,850-94.6% |
| Admin fee / account holder | $93,009 | $8,285+1022.6% | $6,101+1424.6% | $11,596+702.0% |