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 | $47,310 | $49,227-3.9% | $70,449-32.8% | $79,858-40.8% |
| Participation rate | 44.6% | 69.2%-24.5pp | 75.1%-30.4pp | 69.6%-25.0pp |
| Annual return | 0.71% | 30.06%-29.3pp | 109.03%-108.3pp | 31.71%-31.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $627 | $2,768-77.3% | $3,709-83.1% | $3,740-83.2% |
| Admin fee / account holder | $4,330 | $2,878+50.5% | $3,845+12.6% | $5,306-18.4% |