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 | $118,633 | $98,750+20.1% | $149,696-20.8% | $79,858+48.6% |
| Participation rate | 6.5% | 75.8%-69.3pp | 82.5%-76.0pp | 69.6%-63.2pp |
| Annual return | 3.66% | 27.43%-23.8pp | 276.60%-272.9pp | 31.71%-28.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $194 | $5,680-96.6% | $6,842-97.2% | $3,740-94.8% |
| Admin fee / account holder | $3,355 | $6,053-44.6% | $9,309-64.0% | $5,306-36.8% |