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 | $51,889 | $118,849-56.3% | $96,562-46.3% | $167,490-69.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 2.24% | 50.49%-48.3pp | 37.78%-35.5pp | 478.56%-476.3pp |
| Employer contribution / active EE | $500 | $3,120-84.0% | $2,356-78.8% | $4,837-89.7% |
| Participant deferral / active EE | $617 | $4,616-86.6% | $3,849-84.0% | $6,341-90.3% |
| Admin fee / account holder | $1,280 | $8,065-84.1% | $6,181-79.3% | $12,309-89.6% |