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 | $75,864 | $163,101-53.5% | $136,749-44.5% | $142,382-46.7% |
| Participation rate | 9.1% | 78.2%-69.1pp | 72.1%-63.0pp | 80.1%-71.0pp |
| Annual return | 8.21% | 27.54%-19.3pp | 24.33%-16.1pp | 217.08%-208.9pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $160 | $5,585-97.1% | $4,692-96.6% | $6,507-97.5% |
| Admin fee / account holder | $135,992 | $14,318+849.8% | $11,386+1094.4% | $12,624+977.3% |