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 | $85,404 | $148,978-42.7% | $200,582-57.4% | $84,808+0.7% |
| Participation rate | 44.4% | 84.2%-39.8pp | 86.9%-42.4pp | 68.3%-23.9pp |
| Annual return | 11.74% | 28.16%-16.4pp | 42.33%-30.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,475 | $7,142-65.4% | $9,331-73.5% | $4,212-41.2% |
| Admin fee / account holder | $8,928 | $13,977-36.1% | $16,305-45.2% | $7,344+21.6% |