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 | $48,563 | $107,934-55.0% | $91,989-47.2% | $152,861-68.2% |
| Participation rate | 64.3% | 81.2%-16.9pp | 78.6%-14.3pp | 82.4%-18.2pp |
| Annual return | 2.82% | 89.24%-86.4pp | 69.02%-66.2pp | 345.32%-342.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $861 | $6,364-86.5% | $5,923-85.5% | $5,850-85.3% |
| Admin fee / account holder | $3,601 | $10,520-65.8% | $7,743-53.5% | $11,596-68.9% |