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 | $43,796 | $165,984-73.6% | $164,813-73.4% | $145,922-70.0% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.6%-42.2pp | 80.3%-43.9pp |
| Annual return | 6.95% | 100.03%-93.1pp | 69.93%-63.0pp | 561.29%-554.3pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,740 | $6,959-75.0% | $6,031-71.1% | $6,688-74.0% |
| Admin fee / account holder | $72,053 | $16,648+332.8% | $12,690+467.8% | $13,397+437.8% |