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 | $228,323 | $154,117+48.1% | $129,995+75.6% | $139,434+63.8% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.5%-24.6pp | 80.3%-26.5pp |
| Annual return | 9.01% | 32.48%-23.5pp | -137.18%+146.2pp | 372.94%-363.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,842 | $6,710-72.6% | $5,820-68.4% | $6,710-72.6% |
| Admin fee / account holder | $132,826 | $14,007+848.3% | $10,614+1151.4% | $11,403+1064.9% |