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 | $42,563 | $69,477-38.7% | $94,646-55.0% | $71,457-40.4% |
| Participation rate | 34.0% | 78.4%-44.4pp | 80.8%-46.8pp | 67.9%-33.9pp |
| Annual return | 13.33% | 29.66%-16.3pp | 156.71%-143.4pp | 28.85%-15.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,195 | $7,345-56.5% | $7,418-56.9% | $4,289-25.5% |
| Admin fee / account holder | $11,346 | $1,210+838.0% | $7,231+56.9% | $1,587+614.8% |