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 9-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 | $134,027 | $165,335-18.9% | $149,696-10.5% | $158,922-15.7% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 3.02% | 348.15%-345.1pp | 276.60%-273.6pp | 302.83%-299.8pp |
| Employer contribution / active EE | $1,435 | $5,103-71.9% | $4,644-69.1% | $4,761-69.9% |
| Participant deferral / active EE | $1,854 | $7,181-74.2% | $6,842-72.9% | $5,982-69.0% |
| Admin fee / account holder | $50,431 | $10,807+366.7% | $9,309+441.8% | $11,246+348.4% |