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 | $90,016 | $152,587-41.0% | $125,175-28.1% | $152,861-41.1% |
| Participation rate | 52.9% | 83.3%-30.4pp | 79.8%-26.8pp | 82.4%-29.5pp |
| Annual return | 4.11% | 54.84%-50.7pp | 43.79%-39.7pp | 345.32%-341.2pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,756 | $5,868-70.1% | $4,937-64.4% | $5,850-70.0% |
| Admin fee / account holder | $1,175 | $13,434-91.3% | $9,702-87.9% | $11,596-89.9% |