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 | $55,022 | $105,181-47.7% | $159,436-65.5% | $85,850-35.9% |
| Participation rate | 40.5% | 75.8%-35.2pp | 82.8%-42.3pp | 69.3%-28.8pp |
| Annual return | 11.82% | 45.07%-33.3pp | 263.57%-251.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,079 | $3,318-67.5% | $4,829-77.7% | $2,565-57.9% |
| Participant deferral / active EE | $2,256 | $5,945-62.0% | $7,352-69.3% | $3,952-42.9% |
| Admin fee / account holder | $45,179 | $6,933+551.6% | $10,799+318.4% | $6,260+621.7% |