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 | $96,865 | $108,919-11.1% | $100,391-3.5% | $145,922-33.6% |
| Participation rate | 55.6% | 82.9%-27.4pp | 81.5%-25.9pp | 80.3%-24.7pp |
| Annual return | 10.03% | 57.88%-47.9pp | 49.20%-39.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $902 | $8,445-89.3% | $8,082-88.8% | $6,688-86.5% |
| Admin fee / account holder | $708 | $9,689-92.7% | $7,899-91.0% | $13,397-94.7% |