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 | $47,859 | $74,888-36.1% | $71,209-32.8% | $142,382-66.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 8.10% | 345.14%-337.0pp | 282.51%-274.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,040 | $2,854-63.6% | $2,721-61.8% | $4,299-75.8% |
| Participant deferral / active EE | $560 | $4,454-87.4% | $4,175-86.6% | $6,507-91.4% |
| Admin fee / account holder | $9,960 | $5,568+78.9% | $5,349+86.2% | $12,624-21.1% |