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 | $45,427 | $87,013-47.8% | $106,213-57.2% | $80,856-43.8% |
| Participation rate | 57.9% | 70.4%-12.5pp | 75.3%-17.4pp | 67.6%-9.7pp |
| Annual return | 9.63% | 17.05%-7.4pp | 116.14%-106.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,530 | $3,986-61.6% | $5,016-69.5% | $4,296-64.4% |
| Admin fee / account holder | $30,249 | $8,431+258.8% | $11,033+174.2% | $6,918+337.3% |