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 | $42,303 | $165,984-74.5% | $164,813-74.3% | $145,922-71.0% |
| Participation rate | 4.5% | 82.0%-77.5pp | 78.6%-74.1pp | 80.3%-75.7pp |
| Annual return | 8.67% | 100.03%-91.4pp | 69.93%-61.3pp | 561.29%-552.6pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $374 | $6,959-94.6% | $6,031-93.8% | $6,688-94.4% |
| Admin fee / account holder | $13,199 | $16,648-20.7% | $12,690+4.0% | $13,397-1.5% |