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 | $98,634 | $109,881-10.2% | $150,045-34.3% | $84,808+16.3% |
| Participation rate | 16.7% | 76.1%-59.4pp | 82.3%-65.7pp | 68.3%-51.6pp |
| Annual return | 9.48% | 28.25%-18.8pp | 62.55%-53.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,369 | $6,636-79.4% | $7,997-82.9% | $4,212-67.5% |
| Admin fee / account holder | $3,841 | $8,568-55.2% | $13,435-71.4% | $7,344-47.7% |