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 | $81,097 | $117,983-31.3% | $101,794-20.3% | $142,382-43.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 3.57% | 36.92%-33.3pp | 30.53%-27.0pp | 217.08%-213.5pp |
| Employer contribution / active EE | $480 | $2,773-82.7% | $2,289-79.0% | $4,299-88.8% |
| Participant deferral / active EE | $480 | $4,714-89.8% | $4,084-88.2% | $6,507-92.6% |
| Admin fee / account holder | $2,072,697 | $10,433+19766.0% | $8,777+23515.0% | $12,624+16319.1% |