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 | $72,247 | $65,862+9.7% | $124,672-42.1% | $79,386-9.0% |
| Participation rate | 24.2% | 62.2%-38.0pp | 74.6%-50.4pp | 70.7%-46.5pp |
| Annual return | 9.41% | 19.02%-9.6pp | 5142.93%-5133.5pp | 116.85%-107.4pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $808 | $2,772-70.8% | $4,614-82.5% | $4,046-80.0% |
| Admin fee / account holder | $21,900 | $673+3155.3% | $7,493+192.3% | $626+3395.9% |