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 | $42,810 | $133,922-68.0% | $116,228-63.2% | $142,382-69.9% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.6%-47.3pp | 80.1%-52.8pp |
| Annual return | 9.49% | 147.76%-138.3pp | 90.06%-80.6pp | 217.08%-207.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $366 | $5,672-93.5% | $4,953-92.6% | $6,507-94.4% |
| Admin fee / account holder | $3,100 | $14,945-79.3% | $11,989-74.1% | $12,624-75.4% |