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 9-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 | $44,855 | $138,044-67.5% | $125,339-64.2% | $134,475-66.6% |
| Participation rate | 44.4% | 84.5%-40.0pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -23.92% | 750.33%-774.2pp | 572.05%-596.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,074 | $5,243-79.5% | $4,814-77.7% | $4,740-77.3% |
| Participant deferral / active EE | $2,389 | $7,799-69.4% | $7,446-67.9% | $6,400-62.7% |
| Admin fee / account holder | $4,919 | $11,571-57.5% | $10,010-50.9% | $11,426-57.0% |