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 | $34,582 | $114,381-69.8% | $107,525-67.8% | $142,382-75.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 8.56% | 242.71%-234.1pp | 181.32%-172.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,112 | $4,015-72.3% | $3,754-70.4% | $4,299-74.1% |
| Participant deferral / active EE | $1,361 | $5,564-75.5% | $5,116-73.4% | $6,507-79.1% |
| Admin fee / account holder | $164,805 | $9,860+1571.4% | $8,919+1747.9% | $12,624+1205.5% |