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 | $29,039 | $88,751-67.3% | $81,812-64.5% | $145,922-80.1% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.3%-55.7pp | 80.3%-63.6pp |
| Annual return | 4.56% | 1025.40%-1020.8pp | 773.79%-769.2pp | 561.29%-556.7pp |
| Employer contribution / active EE | $567 | $3,083-81.6% | $2,912-80.5% | $4,660-87.8% |
| Participant deferral / active EE | $144 | $4,643-96.9% | $4,319-96.7% | $6,688-97.8% |
| Admin fee / account holder | $34,653 | $8,415+311.8% | $7,386+369.2% | $13,397+158.7% |