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 | $52,490 | $69,477-24.5% | $94,646-44.5% | $71,457-26.5% |
| Participation rate | 21.7% | 78.4%-56.7pp | 80.8%-59.1pp | 67.9%-46.2pp |
| Annual return | 16.04% | 29.66%-13.6pp | 156.71%-140.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,155 | $7,345-84.3% | $7,418-84.4% | $4,289-73.1% |
| Admin fee / account holder | $615 | $1,210-49.1% | $7,231-91.5% | $1,587-61.2% |