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 | $71,367 | $157,256-54.6% | $141,162-49.4% | $152,861-53.3% |
| Participation rate | 42.1% | 84.8%-42.7pp | 82.5%-40.4pp | 82.4%-40.3pp |
| Annual return | 14.55% | 64.32%-49.8pp | 71.39%-56.8pp | 345.32%-330.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,763 | $7,109-75.2% | $6,709-73.7% | $5,850-69.9% |
| Admin fee / account holder | $3,679 | $12,120-69.6% | $10,261-64.2% | $11,596-68.3% |