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 | $80,939 | $105,181-23.0% | $159,436-49.2% | $85,850-5.7% |
| Participation rate | 55.0% | 75.8%-20.8pp | 82.8%-27.8pp | 69.3%-14.3pp |
| Annual return | 9.46% | 45.07%-35.6pp | 263.57%-254.1pp | 318.53%-309.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,184 | $5,945-63.3% | $7,352-70.3% | $3,952-44.7% |
| Admin fee / account holder | $2,945 | $6,933-57.5% | $10,799-72.7% | $6,260-53.0% |