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 | $92,009 | $124,319-26.0% | $111,297-17.3% | $167,490-45.1% |
| Participation rate | 23.8% | 79.6%-55.8pp | 77.3%-53.5pp | 82.1%-58.3pp |
| Annual return | 7.39% | 37.44%-30.1pp | 54.65%-47.3pp | 478.56%-471.2pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $248 | $5,180-95.2% | $4,487-94.5% | $6,341-96.1% |
| Admin fee / account holder | $20,875 | $10,618+96.6% | $7,964+162.1% | $12,309+69.6% |