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 | $42,817 | $100,923-57.6% | $150,045-71.5% | $74,304-42.4% |
| Participation rate | 19.8% | 70.1%-50.3pp | 82.3%-62.5pp | 60.3%-40.5pp |
| Annual return | 12.18% | 51.77%-39.6pp | 62.55%-50.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,268 | $6,709-81.1% | $7,997-84.2% | $3,767-66.4% |
| Admin fee / account holder | $6,303 | $2,767+127.8% | $13,435-53.1% | $2,969+112.3% |