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 7-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 | $60,057 | $59,417+1.1% | $93,606-35.8% | $74,495-19.4% |
| Participation rate | 35.9% | 59.7%-23.7pp | 68.7%-32.8pp | 67.2%-31.3pp |
| Annual return | 10.16% | 81.83%-71.7pp | 133.20%-123.0pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $392 | $1,264-69.0% | $2,420-83.8% | $2,623-85.1% |
| Participant deferral / active EE | $1,196 | $3,050-60.8% | $4,411-72.9% | $4,346-72.5% |
| Admin fee / account holder | $7,877 | $3,021+160.7% | $8,285-4.9% | $1,942+305.7% |