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 7-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 | $87,449 | $65,561+33.4% | $86,188+1.5% | $75,163+16.3% |
| Participation rate | 31.1% | 60.5%-29.4pp | 69.0%-37.8pp | 67.2%-36.1pp |
| Annual return | 12.51% | 46.05%-33.5pp | 1168.45%-1155.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,091 | $3,024-63.9% | $3,985-72.6% | $4,125-73.5% |
| Admin fee / account holder | $2,278 | $5,474-58.4% | $6,852-66.8% | $5,651-59.7% |