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 | $70,659 | $126,574-44.2% | $106,213-33.5% | $145,922-51.6% |
| Participation rate | 14.3% | 77.6%-63.4pp | 75.3%-61.0pp | 80.3%-66.0pp |
| Annual return | 8.13% | 224.79%-216.7pp | 116.14%-108.0pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,205 | $3,730-67.7% | $3,171-62.0% | $4,660-74.1% |
| Participant deferral / active EE | $1,033 | $5,724-81.9% | $5,016-79.4% | $6,688-84.5% |
| Admin fee / account holder | $29,494 | $17,304+70.4% | $11,033+167.3% | $13,397+120.2% |