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 9-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 | $35,038 | $165,335-78.8% | $149,696-76.6% | $158,922-78.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 6.44% | 348.15%-341.7pp | 276.60%-270.2pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,737 | $5,103-66.0% | $4,644-62.6% | $4,761-63.5% |
| Participant deferral / active EE | $2,264 | $7,181-68.5% | $6,842-66.9% | $5,982-62.2% |
| Admin fee / account holder | $49,481 | $10,807+357.9% | $9,309+431.6% | $11,246+340.0% |