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 | $35,937 | $150,440-76.1% | $136,294-73.6% | $147,584-75.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 4.94% | 1049.08%-1044.1pp | 5155.94%-5151.0pp | 578.55%-573.6pp |
| Employer contribution / active EE | $975 | $5,256-81.4% | $4,695-79.2% | $4,876-80.0% |
| Participant deferral / active EE | $1,814 | $6,630-72.6% | $6,247-71.0% | $5,439-66.7% |
| Admin fee / account holder | $22,198 | $10,905+103.6% | $9,243+140.2% | $10,885+103.9% |