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 | $15,447 | $24,730-37.5% | $66,042-76.6% | $84,808-81.8% |
| Participation rate | 14.3% | 68.1%-53.8pp | 67.5%-53.2pp | 68.3%-54.0pp |
| Annual return | 10.38% | 79.55%-69.2pp | 52.11%-41.7pp | 40.90%-30.5pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $237 | $1,737-86.3% | $2,835-91.6% | $4,212-94.4% |
| Admin fee / account holder | $5,120 | $3,014+69.9% | $5,747-10.9% | $7,344-30.3% |