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 9-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 | $112,914 | $102,317+10.4% | $146,958-23.2% | $80,856+39.6% |
| Participation rate | 37.0% | 75.8%-38.8pp | 82.2%-45.1pp | 67.6%-30.6pp |
| Annual return | 9.06% | 134.76%-125.7pp | 418.34%-409.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,619 | $6,644-75.6% | $8,070-79.9% | $4,296-62.3% |
| Admin fee / account holder | $2,466 | $7,941-68.9% | $12,998-81.0% | $6,918-64.4% |