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 | $114,291 | $81,208+40.7% | $98,907+15.6% | $79,858+43.1% |
| Participation rate | 26.9% | 72.5%-45.6pp | 76.0%-49.1pp | 69.6%-42.7pp |
| Annual return | 9.96% | 60.99%-51.0pp | 196.43%-186.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $717 | $3,265-78.0% | $4,244-83.1% | $3,740-80.8% |
| Admin fee / account holder | $15,524 | $6,013+158.2% | $6,642+133.7% | $5,306+192.6% |