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 | $126,405 | $48,795+159.1% | $65,493+93.0% | $84,808+49.0% |
| Participation rate | 21.2% | 67.0%-45.8pp | 73.1%-51.9pp | 68.3%-47.1pp |
| Annual return | 9.02% | 20.20%-11.2pp | 982.45%-973.4pp | 40.90%-31.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $117 | $2,928-96.0% | $3,961-97.0% | $4,212-97.2% |
| Admin fee / account holder | $35,029 | $3,877+803.5% | $5,028+596.6% | $7,344+377.0% |