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 | $14,840 | $55,415-73.2% | $155,509-90.5% | $74,495-80.1% |
| Participation rate | 39.3% | 61.9%-22.6pp | 78.2%-38.9pp | 67.2%-27.9pp |
| Annual return | 10.23% | 268.50%-258.3pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $578 | $2,267-74.5% | $4,672-87.6% | $2,623-78.0% |
| Participant deferral / active EE | $742 | $2,836-73.8% | $5,626-86.8% | $4,346-82.9% |
| Admin fee / account holder | $1,323 | $1,738-23.9% | $15,912-91.7% | $1,942-31.9% |