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 9-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 | $46,025 | $165,335-72.2% | $149,696-69.3% | $158,922-71.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.18% | 348.15%-341.0pp | 276.60%-269.4pp | 302.83%-295.7pp |
| Employer contribution / active EE | $1,692 | $5,103-66.8% | $4,644-63.6% | $4,761-64.5% |
| Participant deferral / active EE | $2,319 | $7,181-67.7% | $6,842-66.1% | $5,982-61.2% |
| Admin fee / account holder | $12,551 | $10,807+16.1% | $9,309+34.8% | $11,246+11.6% |