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 | $47,884 | $70,428-32.0% | $96,562-50.4% | $85,850-44.2% |
| Participation rate | 25.9% | 61.8%-35.9pp | 69.8%-43.9pp | 69.3%-43.4pp |
| Annual return | 8.58% | 18.59%-10.0pp | 37.78%-29.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,023 | $2,894-64.6% | $3,849-73.4% | $3,952-74.1% |
| Admin fee / account holder | $96,326 | $4,997+1827.8% | $6,181+1458.5% | $6,260+1438.8% |