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 | $38,620 | $127,065-69.6% | $113,168-65.9% | $142,382-72.9% |
| Participation rate | 23.5% | 79.2%-55.7pp | 76.6%-53.0pp | 80.1%-56.6pp |
| Annual return | 6.36% | 24.03%-17.7pp | 24.27%-17.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $142 | $5,716-97.5% | $5,107-97.2% | $6,507-97.8% |
| Admin fee / account holder | $16,645 | $15,736+5.8% | $12,068+37.9% | $12,624+31.9% |