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 | $44,548 | $54,573-18.4% | $90,951-51.0% | $73,488-39.4% |
| Participation rate | 19.0% | 61.2%-42.2pp | 69.0%-50.0pp | 70.7%-51.7pp |
| Annual return | 10.19% | 16.69%-6.5pp | 134.60%-124.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $935 | $2,517-62.8% | $3,373-72.3% | $3,740-75.0% |
| Admin fee / account holder | $6,264 | $521+1101.3% | $5,959+5.1% | $513+1120.9% |