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 | $34,587 | $71,050-51.3% | $93,606-63.1% | $80,856-57.2% |
| Participation rate | 26.7% | 60.4%-33.7pp | 68.7%-42.1pp | 67.6%-41.0pp |
| Annual return | 8.15% | 11.26%-3.1pp | 133.20%-125.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $644 | $4,034-84.0% | $4,411-85.4% | $4,296-85.0% |
| Admin fee / account holder | $26,615 | $6,945+283.2% | $8,285+221.2% | $6,918+284.7% |