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 | $120,946 | $73,004+65.7% | $90,749+33.3% | $68,494+76.6% |
| Participation rate | 32.4% | 70.8%-38.5pp | 75.7%-43.3pp | 67.9%-35.5pp |
| Annual return | -18.98% | -13.81%-5.2pp | -12.16%-6.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $788 | $2,193-64.1% | $2,921-73.0% | $2,596-69.7% |
| Participant deferral / active EE | $1,160 | $3,627-68.0% | $4,564-74.6% | $4,027-71.2% |
| Admin fee / account holder | $5,713 | $5,896-3.1% | $8,445-32.3% | $5,403+5.7% |