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 | $34,030 | $86,944-60.9% | $107,525-68.4% | $74,304-54.2% |
| Participation rate | 11.3% | 59.6%-48.2pp | 75.1%-63.8pp | 60.3%-49.0pp |
| Annual return | 12.32% | 23.52%-11.2pp | 181.32%-169.0pp | 29.43%-17.1pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $436 | $3,554-87.7% | $5,116-91.5% | $3,767-88.4% |
| Admin fee / account holder | $13,028 | $3,727+249.6% | $8,919+46.1% | $2,969+338.8% |