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 | $20,632 | $112,881-81.7% | $90,951-77.3% | $158,922-87.0% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | -17.79% | 215.79%-233.6pp | 134.60%-152.4pp | 302.83%-320.6pp |
| Employer contribution / active EE | $575 | $2,893-80.1% | $2,122-72.9% | $4,761-87.9% |
| Participant deferral / active EE | $849 | $4,128-79.4% | $3,373-74.8% | $5,982-85.8% |
| Admin fee / account holder | $7,767 | $8,041-3.4% | $5,959+30.3% | $11,246-30.9% |