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 | $88,786 | $86,944+2.1% | $107,525-17.4% | $74,304+19.5% |
| Participation rate | 8.6% | 59.6%-51.0pp | 75.1%-66.5pp | 60.3%-51.8pp |
| Annual return | 12.76% | 23.52%-10.8pp | 181.32%-168.6pp | 29.43%-16.7pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $206 | $3,554-94.2% | $5,116-96.0% | $3,767-94.5% |
| Admin fee / account holder | $1,175 | $3,727-68.5% | $8,919-86.8% | $2,969-60.4% |