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 | $58,371 | $81,460-28.3% | $103,333-43.5% | $80,856-27.8% |
| Participation rate | 21.2% | 66.8%-45.6pp | 74.5%-53.3pp | 67.6%-46.4pp |
| Annual return | 7.80% | 25.55%-17.7pp | 24.88%-17.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $649 | $3,869-83.2% | $5,057-87.2% | $4,296-84.9% |
| Admin fee / account holder | $65,616 | $6,566+899.3% | $8,355+685.4% | $6,918+848.5% |