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 | $115,012 | $91,538+25.6% | $129,995-11.5% | $75,163+53.0% |
| Participation rate | 36.0% | 71.4%-35.4pp | 78.5%-42.5pp | 67.2%-31.2pp |
| Annual return | 2.50% | -631.11%+633.6pp | -137.18%+139.7pp | 160.62%-158.1pp |
| Employer contribution / active EE | $1,167 | $2,845-59.0% | $4,320-73.0% | $2,670-56.3% |
| Participant deferral / active EE | $986 | $4,341-77.3% | $5,820-83.1% | $4,125-76.1% |
| Admin fee / account holder | $1,500 | $6,790-77.9% | $10,614-85.9% | $5,651-73.5% |