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 | $87,478 | $209,411-58.2% | $178,490-51.0% | $158,922-45.0% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | -5.85% | 188.75%-194.6pp | 151.07%-156.9pp | 302.83%-308.7pp |
| Employer contribution / active EE | $1,882 | $5,706-67.0% | $5,011-62.4% | $4,761-60.5% |
| Participant deferral / active EE | $350 | $5,954-94.1% | $5,202-93.3% | $5,982-94.1% |
| Admin fee / account holder | $472 | $17,074-97.2% | $13,984-96.6% | $11,246-95.8% |