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 | $97,305 | $93,571+4.0% | $135,903-28.4% | $75,163+29.5% |
| Participation rate | 29.5% | 75.2%-45.6pp | 81.9%-52.4pp | 67.2%-37.6pp |
| Annual return | 1.58% | 30.90%-29.3pp | 68.23%-66.6pp | 160.62%-159.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,774 | $6,404-72.3% | $7,758-77.1% | $4,125-57.0% |
| Admin fee / account holder | $2,290 | $6,975-67.2% | $10,762-78.7% | $5,651-59.5% |