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 | $44,646 | $84,556-47.2% | $116,228-61.6% | $74,304-39.9% |
| Participation rate | 15.3% | 66.0%-50.7pp | 74.6%-59.3pp | 60.3%-45.1pp |
| Annual return | 10.54% | 18.35%-7.8pp | 90.06%-79.5pp | 29.43%-18.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $448 | $3,814-88.2% | $4,953-90.9% | $3,767-88.1% |
| Admin fee / account holder | $17,260 | $3,792+355.2% | $11,989+44.0% | $2,969+481.4% |