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 | $33,548 | $73,933-54.6% | $96,683-65.3% | $75,163-55.4% |
| Participation rate | 41.9% | 66.4%-24.5pp | 74.3%-32.4pp | 67.2%-25.3pp |
| Annual return | 5.93% | 26.70%-20.8pp | 35.69%-29.8pp | 160.62%-154.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $85 | $3,659-97.7% | $4,878-98.2% | $4,125-97.9% |
| Admin fee / account holder | $13,854 | $5,216+165.6% | $6,730+105.9% | $5,651+145.2% |