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 | $40,465 | $100,923-59.9% | $150,045-73.0% | $74,304-45.5% |
| Participation rate | 34.3% | 70.1%-35.8pp | 82.3%-48.0pp | 60.3%-26.0pp |
| Annual return | 11.64% | 51.77%-40.1pp | 62.55%-50.9pp | 29.43%-17.8pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,028 | $6,709-69.8% | $7,997-74.6% | $3,767-46.2% |
| Admin fee / account holder | $946 | $2,767-65.8% | $13,435-93.0% | $2,969-68.1% |