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 | $45,180 | $93,571-51.7% | $135,903-66.8% | $75,163-39.9% |
| Participation rate | 24.6% | 75.2%-50.5pp | 81.9%-57.3pp | 67.2%-42.6pp |
| Annual return | 14.77% | 30.90%-16.1pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,435 | $6,404-62.0% | $7,758-68.6% | $4,125-41.0% |
| Admin fee / account holder | $16,512 | $6,975+136.7% | $10,762+53.4% | $5,651+192.2% |