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 | $29,943 | $114,381-73.8% | $107,525-72.2% | $142,382-79.0% |
| Participation rate | 12.5% | 78.1%-65.6pp | 75.1%-62.6pp | 80.1%-67.6pp |
| Annual return | 9.87% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $669 | $5,564-88.0% | $5,116-86.9% | $6,507-89.7% |
| Admin fee / account holder | $30,371 | $9,860+208.0% | $8,919+240.5% | $12,624+140.6% |