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 | $54,634 | $109,359-50.0% | $162,163-66.3% | $72,985-25.1% |
| Participation rate | 13.5% | 84.3%-70.7pp | 87.6%-74.0pp | 69.5%-56.0pp |
| Annual return | 16.61% | 25.46%-8.8pp | 115.59%-99.0pp | 81.00%-64.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $938 | $5,481-82.9% | $7,298-87.2% | $3,607-74.0% |
| Admin fee / account holder | $14,890 | $7,972+86.8% | $10,843+37.3% | $5,124+190.6% |