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 | $120,373 | $81,474+47.7% | $133,956-10.1% | $73,488+63.8% |
| Participation rate | 13.2% | 76.4%-63.2pp | 79.8%-66.6pp | 70.7%-57.5pp |
| Annual return | 8.68% | 19.40%-10.7pp | 45.09%-36.4pp | 28.51%-19.8pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $560 | $3,786-85.2% | $5,048-88.9% | $3,740-85.0% |
| Admin fee / account holder | $17,793 | $713+2395.2% | $8,927+99.3% | $513+3368.0% |