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 | $66,881 | $74,927-10.7% | $101,794-34.3% | $84,808-21.1% |
| Participation rate | 8.6% | 61.4%-52.8pp | 69.2%-60.5pp | 68.3%-59.7pp |
| Annual return | 6.68% | 18.70%-12.0pp | 30.53%-23.8pp | 40.90%-34.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $458 | $3,099-85.2% | $4,084-88.8% | $4,212-89.1% |
| Admin fee / account holder | $3,204 | $6,514-50.8% | $8,777-63.5% | $7,344-56.4% |