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 | $71,917 | $135,635-47.0% | $110,238-34.8% | $135,375-46.9% |
| Participation rate | 16.7% | 83.5%-66.8pp | 79.8%-63.2pp | 82.6%-66.0pp |
| Annual return | -20.20% | 513.19%-533.4pp | 314.74%-334.9pp | 519.73%-539.9pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,296 | $5,506-76.5% | $4,672-72.3% | $5,609-76.9% |
| Admin fee / account holder | $10,033 | $11,457-12.4% | $8,547+17.4% | $10,827-7.3% |