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 | $82,909 | $58,828+40.9% | $77,999+6.3% | $62,891+31.8% |
| Participation rate | 32.7% | 71.1%-38.3pp | 75.5%-42.8pp | 69.3%-36.6pp |
| Annual return | 4.35% | 17.16%-12.8pp | 425.96%-421.6pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $646 | $2,686-76.0% | $3,497-81.5% | $3,203-79.8% |
| Admin fee / account holder | $25,258 | $4,393+474.9% | $5,480+360.9% | $4,296+488.0% |