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 | $49,199 | $105,181-53.2% | $159,436-69.1% | $85,850-42.7% |
| Participation rate | 32.9% | 75.8%-42.9pp | 82.8%-50.0pp | 69.3%-36.5pp |
| Annual return | 9.13% | 45.07%-35.9pp | 263.57%-254.4pp | 318.53%-309.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,398 | $5,945-76.5% | $7,352-81.0% | $3,952-64.6% |
| Admin fee / account holder | $3,379 | $6,933-51.3% | $10,799-68.7% | $6,260-46.0% |