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 4-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 | $163,316 | $80,673+102.4% | $101,326+61.2% | $84,808+92.6% |
| Participation rate | 65.7% | 77.8%-12.1pp | 81.5%-15.8pp | 68.3%-2.6pp |
| Annual return | 13.48% | 38.95%-25.5pp | 36.82%-23.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,294 | $6,840-66.5% | $7,994-71.3% | $4,212-45.5% |
| Admin fee / account holder | $94,083 | $12,784+635.9% | $11,185+741.2% | $7,344+1181.1% |