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 | $74,776 | $54,701+36.7% | $86,188-13.2% | $71,457+4.6% |
| Participation rate | 55.1% | 60.1%-5.0pp | 69.0%-13.8pp | 67.9%-12.8pp |
| Annual return | -6.60% | 20.06%-26.7pp | 1168.45%-1175.0pp | 28.85%-35.4pp |
| Employer contribution / active EE | $323 | $1,265-74.5% | $2,380-86.4% | $2,588-87.5% |
| Participant deferral / active EE | $1,007 | $3,108-67.6% | $3,985-74.7% | $4,289-76.5% |
| Admin fee / account holder | $7,120 | $1,922+270.5% | $6,852+3.9% | $1,587+348.5% |