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 | $35,499 | $93,571-62.1% | $135,903-73.9% | $75,163-52.8% |
| Participation rate | 10.5% | 75.2%-64.7pp | 81.9%-71.4pp | 67.2%-56.7pp |
| Annual return | 13.75% | 30.90%-17.1pp | 68.23%-54.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,166 | $6,404-66.2% | $7,758-72.1% | $4,125-47.5% |
| Admin fee / account holder | $7,985 | $6,975+14.5% | $10,762-25.8% | $5,651+41.3% |