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 | $37,656 | $154,117-75.6% | $129,995-71.0% | $139,434-73.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 5.47% | 32.48%-27.0pp | -137.18%+142.7pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,576 | $5,289-70.2% | $4,320-63.5% | $4,751-66.8% |
| Participant deferral / active EE | $1,800 | $6,710-73.2% | $5,820-69.1% | $6,710-73.2% |
| Admin fee / account holder | $99,843 | $14,007+612.8% | $10,614+840.6% | $11,403+775.6% |