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 | $48,354 | $79,944-39.5% | $98,439-50.9% | $75,163-35.7% |
| Participation rate | 23.3% | 70.4%-47.1pp | 75.2%-51.9pp | 67.2%-43.9pp |
| Annual return | 8.79% | 19.75%-11.0pp | 21.16%-12.4pp | 160.62%-151.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,338 | $3,752-64.3% | $4,738-71.8% | $4,125-67.6% |
| Admin fee / account holder | $31,060 | $6,840+354.1% | $8,948+247.1% | $5,651+449.6% |