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 | $75,519 | $79,171-4.6% | $102,423-26.3% | $74,495+1.4% |
| Participation rate | 38.6% | 74.8%-36.2pp | 76.5%-37.9pp | 67.2%-28.6pp |
| Annual return | 9.78% | 54.93%-45.2pp | 29.32%-19.5pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $1,167 | $2,362-50.6% | $3,023-61.4% | $2,623-55.5% |
| Participant deferral / active EE | $2,138 | $4,415-51.6% | $5,053-57.7% | $4,346-50.8% |
| Admin fee / account holder | $5,299 | $2,001+164.8% | $9,451-43.9% | $1,942+172.9% |