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 | $19,113 | $138,044-86.2% | $125,339-84.8% | $134,475-85.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.71% | 750.33%-772.0pp | 572.05%-593.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,003 | $5,243-61.8% | $4,814-58.4% | $4,740-57.7% |
| Participant deferral / active EE | $2,376 | $7,799-69.5% | $7,446-68.1% | $6,400-62.9% |
| Admin fee / account holder | $1,023 | $11,571-91.2% | $10,010-89.8% | $11,426-91.1% |