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 | $105,625 | $111,754-5.5% | $103,333+2.2% | $145,922-27.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.62% | 24.77%-16.1pp | 24.88%-16.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,004 | $4,212-76.2% | $3,868-74.1% | $4,660-78.5% |
| Participant deferral / active EE | $1,234 | $5,619-78.0% | $5,057-75.6% | $6,688-81.5% |
| Admin fee / account holder | $13,864 | $9,750+42.2% | $8,355+65.9% | $13,397+3.5% |