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 | $52,860 | $79,171-33.2% | $102,423-48.4% | $74,495-29.0% |
| Participation rate | 42.7% | 74.8%-32.1pp | 76.5%-33.7pp | 67.2%-24.5pp |
| Annual return | 8.71% | 54.93%-46.2pp | 29.32%-20.6pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $854 | $2,362-63.9% | $3,023-71.8% | $2,623-67.5% |
| Participant deferral / active EE | $1,388 | $4,415-68.6% | $5,053-72.5% | $4,346-68.1% |
| Admin fee / account holder | $8,547 | $2,001+327.2% | $9,451-9.6% | $1,942+340.2% |