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 | $115,185 | $71,829+60.4% | $69,780+65.1% | $142,382-19.1% |
| Participation rate | 9.1% | 81.6%-72.5pp | 79.3%-70.2pp | 80.1%-71.0pp |
| Annual return | 7.53% | 31.01%-23.5pp | 26.31%-18.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $154 | $6,819-97.7% | $6,164-97.5% | $6,507-97.6% |
| Admin fee / account holder | $108,093 | $7,818+1282.6% | $7,285+1383.7% | $12,624+756.3% |