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 | $109,082 | $86,286+26.4% | $111,297-2.0% | $85,850+27.1% |
| Participation rate | 40.5% | 73.3%-32.9pp | 77.3%-36.8pp | 69.3%-28.8pp |
| Annual return | 1.75% | 19.99%-18.2pp | 54.65%-52.9pp | 318.53%-316.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $125 | $3,641-96.6% | $4,487-97.2% | $3,952-96.8% |
| Admin fee / account holder | $5,273 | $8,188-35.6% | $7,964-33.8% | $6,260-15.8% |